Microsoft reported a 30% rise in intelligent cloud revenue and a 40% jump in Azure sales, beating quarterly estimates, while Oracle's cloud business is expanding through major contracts and data ...

Oracle stumbled at the end of 2025 as investors began to question its ability to open more server farms for its partner, OpenAI, and reported less-than-impressive quarterly revenue and free cash flow.

The cuts at Oracle are not an isolated event. Over the past month alone, companies including Meta, Microsoft, Disney and ASML ...

Microsoft is taking over a data center construction project in Texas after OpenAI declined to pursue it, in a move that will make the two companies neighbors at one of the nation’s largest complexes ...

In the fiercely competitive cloud computing landscape, Microsoft MSFT and Oracle ORCL have emerged as significant players vying for market dominance. Both technology giants have deeply rooted ...

One executive told employees that OpenAI may be unable to fund future computing contracts.

In just over three years, OpenAI has gone from a relatively unknown to a tech industry giant worth as much as $830 billion, based on its current fund-raising round. It's currently seeking $100 billion ...

Microsoft has enhanced its Microsoft 365 Copilot with agentic abilities to directly act on live documents, while Oracle introduced an AI Database Agent for Google Cloud’s Gemini Enterprise, enabling ...

Microsoft Azure launched a database migration service that allows businesses to migrate their Oracle or Microsoft SQL Server databases to the Azure cloud. In a blog post, Microsoft’s Scott Guthrie, ...

Oracle has been the lightning rod for OpenAI‑related fears, with its shares tumbling roughly 40% from late October highs as concerns mount over debt‑financed AI data centers and heavy exposure to ...

Oracle's share price fell in December after missing analysts' revenue expectations. Microsoft's Azure and cloud services continue to grow at an impressive rate. Microsoft reached $4 trillion in market ...