Posts Tagged ‘Oracle’

MI: Oracle Cloud shows signs of accelerating growth in preview for hyperscale segment

June 27, 2025
Philbert Shih

Earnings season came to a close over the past month, but different fiscal year reporting meant Oracl...

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Oracle reports 4QFY25 results; healthy growth expected to accelerate

June 11, 2025
Philbert Shih

Oracle reported its 4QFY25 results, which showed the OCI business pushing forward aggressively as de...

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Related Digital project in Ontario could be for GPU cloud deployment

June 10, 2025
Philbert Shih

Related Companies recently confirmed the launch of its data centre business Related Digital and conf...

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1Q25 IB: Oracle Cloud growing aggressively behind multiple drivers

June 6, 2025
Philbert Shih

Oracle Cloud continues to grow aggressively at rates over 50% y/y. Why is this happening? ...

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Oracle Cloud set to acquire $40b worth of NVIDIA GPUs

May 28, 2025
Philbert Shih

Oracle is reported to be set to spend $40b with NVIDIA. ...

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Crusoe, Blue Owl, Primary Digital JV moves into $15b second phase for data centre in Abilene, TX

May 26, 2025
Philbert Shih

The JV between data centre operator Crusoe Energy, Blue Owl Capital and Primary Digital Infrastructu...

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Oracle deploys first wave of NVIDIA Blackwell GB200 with plans to scale to 100k chips

May 9, 2025
Jabez Tan

NVIDIA confirmed that Oracle deployed its first wave of liquid-cooled NVIDIA GB200 NVL72 racks in ...

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Oracle Cloud moving towards setting up cloud infrastructure node in Batam, Indonesia

April 8, 2025
Philbert Shih

Media reports and industry chatter point to Oracle Cloud working towards deploying a cloud infrastru...

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Crusoe to start second phase construction of campus in Abilene, Texas; positive indicators, implications for Microsoft infrastructure decisions

April 1, 2025
Philbert Shih

AI infrastructure provider Crusoe confirmed starting the second phase construction of its data centr...

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Oracle planning $5b UK investment for cloud

April 1, 2025
Sacha Kavanagh

Oracle confirmed plans to invest $5b over five years in the UK to expand its Oracle Cloud Infrastruc...

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Oracle reports 3QFY25 results; more growth as demand continues to outpace supply

March 24, 2025
Philbert Shih

Oracle reported its 3QFY25 results for the three-month period ending February 28, 2025. The results ...

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OpenAI planning to shift data centre development under Stargate umbrella; OCI to benefit

March 3, 2025
Philbert Shih

Media reports indicate that OpenAI is planning to shift more its data centre development under the u...

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