Oracle Lawsuits Test AI Infrastructure Story And Investor Risk Assumptions

Multiple class action lawsuits allege Oracle (NYSE:ORCL) misled investors about its AI infrastructure strategy and data center capabilities. Filings highlight concerns around heavy AI related capital ...
Diginomica

Cloud World 23 - Oracle addresses the hot questions on generative AI pricing, customer data, and where SIs fit in

Heading to Oracle CloudWorld, I had a laundry list of open questions about Oracle's generative AI strategy - would they get answered? I did know a few things: in June, I published a review of Oracle's ...
Forbes

For Oracle CEO Larry Ellison, 10 Questions on Strategy

This is an extraordinary time in the business-technology world as customers are being given a wide range of new and distinctive strategic approaches to evaluate, and as technology vendors are rushing ...
Wall Street Journal

The AI Trade's Next Test: Oracle, Adobe Earnings

In WSJ’s Take On the Week, we discuss the next test for the artificial-intelligence trade: earnings from software makers Oracle and Adobe due tomorrow. Oracle has heavily debt-financed an ...