Microsoft relaxes data center grip on OpenAI amid $500 bln joint venture
Microsoft on Tuesday said it has changed some key terms of a deal with OpenAI after the ChatGPT creator announced a joint ...
Stargate project rallies Oracle and Microsoft shares
On Thursday, shares of Oracle Corporation (NYSE:ORCL) experienced a significant increase, surging 7% following the announcement of the Stargate Project, a major initiative to enhance domestic AI ...
Why Nvidia, Microsoft, Oracle, Arm, and Other AI Stocks Are Surging Wednesday
Shares of Nvidia, Microsoft, Oracle, and other AI-related companies surged Wednesday after the Trump administration’s ...
Microsoft Poised to Benefit From Stargate JV With Zero Money
When President Donald Trump joined tech executives on Tuesday to tout a multibillion-dollar artificial intelligence project ...
Microsoft’s relationship with OpenAI cracked when it hired Mustafa Suleyman, rival Marc Benioff says
Salesforce CEO Marc Benioff was literally chuckling when talking to CNBC from Davos about the new rift in Microsoft’s ...
Oracle: Time To Bet Big On $500 Billion Stargate Stardom
Oracle stock took off as President Trump announced the Stargate AI infrastructure project. Read why I maintain my buy rating for ORCL stock.
Stargate Project: Microsoft Gains, Oracle Waits, Data Centers Face Long-Term Questions
President Trump's $500B Stargate Project unites tech giants to boost US AI supremacy. Microsoft and Oracle stand to benefit, but uncertainty remains.
Microsoft is letting OpenAI get its own AI compute now
The new agreement “includes changes to the exclusivity on new capacity, moving to a model where Microsoft has a right of ...
OpenAI’s Stargate Deal Heralds Shift Away From Microsoft
The partnership that launched the AI boom has been strained by disagreements over computing resources.
Oracle Takes Run at Cloud’s Big Three With Trump-Backed AI Pact
Oracle Corp. has charged out of the gate in 2025, after its best year in a quarter-century. A plan unveiled with President ...