Sources: Oracle pushed back the completion dates for some data centers it is building for OpenAI from 2027 to 2028, largely due to labor and material shortages
There clearly are no other fundamental issues w/ the scope and scale of Data Center investments! : D
Oracle plans to deploy 50K AMD Instinct MI450 chips, announced in June, starting in H2 2026; the Instinct MI450 is AMD's first AI chip for rack-sized systems
Oracle Cloud Infrastructure on Tuesday announced that it will deploy 50,000 Advanced Micro Devices graphics processors starting in the second half of 2026.
How debt is fueling the next wave of the AI infrastructure boom; an analyst estimates Oracle needs to borrow $25B/year over four years to fund its OpenAI plans
For aspiring AI players like Oracle, much rides on debt and hope — In the initial years of the AI boom, comparisons to the dot-com bubble didn't make much sense.
OpenAI, Oracle, and SoftBank announce five new data center locations in the US, boosting Stargate's planned capacity to nearly 7 GW
The new sites will boost Stargate's planned capacity to nearly 7 gigawatts—about equal to the output of seven large nuclear reactors.
Sources: OpenAI signs a contract with Oracle to purchase $300B in computing power over roughly five years, requiring 4.5 gigawatts of capacity, starting in 2027
The vast majority of new revenue revealed by Oracle will come from OpenAI deal, sources say — OpenAI signed a contract …
A deep dive into Oracle's data center strategy and the company's emergence as an AI computing powerhouse, amid questions about its GPU business' sustainability
Oracle's Cloud Infrastructure business is firing on all cylinders and is greatly outpacing expectations.
Inside the first Stargate AI data center, in Abilene, Texas: thousands working to build eight near-identical structures, startup Crusoe spending ~$12B, and more
OpenAI, Oracle and SoftBank hope that the site in Texas is the first of many across the US. — Trucks carrying concrete …
Oracle shares are up 50%+ YTD, well outpacing the Nasdaq's 14% rise, as the 47-year-old company becomes an attractive cloud-computing provider for AI developers
Long-stagnant stock is up 34% thanks to its neutral status in the booming market for AI computing power
Omdia: Meta and Microsoft are expected to receive 150K Nvidia H100 GPUs each by the end of 2023, three times as many as Google, Amazon, or Oracle
Less is more, as hyper heterogeneous computing heats up — Server unit shipments for 2023 could crash by up to 20 percent on last year, despite revenue growing.
Profile of Beijing-based PingCAP which is replacing IBM and Oracle as the enterprise software provider of choice for Chinese startups, amid US trade tensions
Lulu Yilun Chen / Bloomberg : Tweets: @redgenkosi Tweets: Nkhosi.... / @redgenkosi : Tech War: Oracle & IBM ditched in China by China's biggest start-u tech firm. The turf is suddenly turning rougher...