Earnings call Microsoft reported Q3 FY25 revenue of $70.1B, up 15% YoY in constant currency, with EPS of $3.46, up 19%. Azure revenue grew 35% YoY in constant currency, including 16 points from AI.

When it comes to cloud storage, not all storage systems work the same way. Two of the most widely used storage architectures ...

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A reported deal worth more than $3bn fell apart over a US-government security framework Oracle was unwilling to add, according to Business Insider. Oracle calls the account inaccurate. The story of ...

Negotiations between Microsoft Corp. MSFT and Oracle Corp. ORCL regarding the leasing of Oracle’s cloud infrastructure reportedly came to a halt due to security and compliance issues. The objective ...

June 16 (Reuters) - Oracle (ORCL.N), opens new tab said on Tuesday that details in a Business Insider report on the collapse of its discussions with ‌Microsoft over a potential leasing deal were ...

June 16 (Reuters) - Oracle said on Tuesday that details in a Business Insider report on the collapse of its discussions with Microsoft over a potential leasing deal were inaccurate. The report had ...

Of the major players in artificial intelligence, a few might reasonably be considered picks-and-shovels companies. Nvidia, led by Jensen Huang, is one. Another is Oracle, which under Larry Ellison has ...

ABILENE, Texas — A major artificial intelligence data center project taking shape in northwest Abilene is fully financed and backed by long-term commitments from major tech companies, according to ...

Dan Ives of Wedbush Securities has been one of the loudest voices calling defense AI a generational spending cycle, and his latest comments make the investment thesis more concrete. Asked about the ...

Microsoft has agreed to lease a data center site in Abilene, Texas, that Oracle and OpenAI recently abandoned, securing up to 900 megawatts of AI compute capacity from developer Crusoe. Gaining access ...

Microsoft has secured a lease for a massive 700-megawatt data center facility located in Abilene, Texas, initially built for Oracle and OpenAI The facility is positioned directly adjacent to the ...