Oracle is a company that sells databases, cloud infrastructure and enterprise applications. Recent coverage has focused on its AI cloud push: Oracle will offer cloud services built on Cerebras systems in its data centers starting in the first half of 2027, expanded its OpenAI partnership to bring business apps and AI agents into ChatGPT, and launched Fusion Companion and a Business Semantic Layer. Oracle also issued a long-term free cash flow outlook that lifted its shares, while analysts flagged risks around the payoff from its AI spending.
Stifel: Microsoft's AI bet is paying offStifel's Brad Reback says Azure growth is beating expectations and could stay above 50% near term, showing Microsoft's AI spending is paying off. He sees more risk at Oracle and says public AI lab results may reveal returns.
Altman Says AI Is Rapidly Exposing Security FlawsAt Oracle's annual conference in Las Vegas, OpenAI CEO Sam Altman said AI systems are uncovering security vulnerabilities at a staggering pace, adding he was "shocked." Oracle also unveiled AI tools that handle complex tasks on their own, but Altman warned this capability has a troubling downside.
What Wall Street really thinks about the AI trade nowA Bloomberg podcast discusses Wall Street's current views on the AI trade, against the backdrop of market wobbles from headlines like Anthropic's S-1 and earnings from hyperscalers Oracle and Microsoft. Barclays global head of equities tactical strategies Alexander Altmann helps make sense of whether AI is immune to interest rates, historical precedents for AI capex, and the KOSPI-fication of the S&P 500.
Oracle shares jump on positive cash flow outlookOracle shares rose after the company issued a long-term free cash flow outlook that eased investor concerns about the payoff from its AI spending.
Crusoe CEO Says Neocloud Selloff Is OverblownThe CEO of data center developer Crusoe, which has contracts with Meta, Oracle and Google, said the recent selloff in so-called neoclouds is overblown, and praised rival CoreWeave for having done some very good deals.
Oracle to Offer Cerebras Computers in AI Cloud ServiceOracle will offer cloud services built on Cerebras Systems' computers in its data centers, adding another major customer for the Nvidia challenger. Cerebras says its giant-chip design delivers much faster AI inference than rivals. Oracle Cloud Infrastructure will deploy the gear starting in the first half of 2027.
Oracle launches Fusion Companion to orchestrate enterprise workflowsOracle added an orchestration layer called Fusion Companion to its Fusion Cloud Applications suite, coordinating transactions, approvals and AI agents to automate tasks. Users can start business requests via external assistants such as ChatGPT instead of navigating individual apps, while execution stays inside enterprise systems. Analysts say this could ease tension between employee use of outside AI tools and corporate security and approval controls.
OpenAI and Oracle expand partnership to bring apps into ChatGPTOpenAI and Oracle are expanding their partnership to bring business applications and AI agents into ChatGPT and to power new Oracle offerings. The move pushes ChatGPT deeper into enterprise workflows and strengthens the two firms' cloud AI ties.
Oracle adds business semantic layer to ground AI agentsOracle is adding a Business Semantic Layer to its Autonomous AI Lakehouse to give AI agents consistent enterprise data definitions and improve query accuracy, with availability within 12 months. It also launched a Business Simulation Engine and expanded Apache Iceberg support.
AI Debt Monster: Hidden Risks in Infrastructure SpendingAI uncovered a PHP vulnerability affecting 70% of the internet but also fueled exploits, highlighting a paradox. However, the bigger risk is AI infrastructure debt: $3.5 trillion in global spending by 2030, with US hyperscaler capex hitting $800 billion in 2026. Hidden commitments and circular investments could trigger an 'AI Enron' financial crisis.
C3.ai, Dynatrace, Amplitude, and Oracle Shares SkyrocketTech stocks rebounded Friday morning after a sell-off sparked by an OpenAI revenue report. C3.ai and Dynatrace each jumped 2.6%, Amplitude rose 1.5%, and Oracle gained 4.9%, as dip-buyers viewed the valuation reset as an entry point, highlighting enduring investor appetite for tech leaders.
UCLA hosts AI agent gaming tournamentUCLA's Trustworthy AI Lab will host an AI agent tournament on October 16 featuring Pokémon Showdown, Werewolf, Red Alert and Honor of Kings, with a $5,000 prize pool, submissions closing October 13, remote participation allowed and sponsors including Oracle and Replit.
Oracle speeds workflows with ChatGPT and CodexOracle uses ChatGPT Work and Codex across recruiting, engineering, and operations to turn specialist knowledge into fast, repeatable workflows, turning days of work into minutes.
Broadcom in talks for over $50B financing for OpenAI chipsBroadcom is in talks with lenders for over $50 billion in financing for custom AI chips it is developing with OpenAI, after a $60 billion financing for Anthropic. Broadcom expects about $230 billion in AI chip revenue in fiscal 2028.
Oracle Blamed for Bursting the AI BubbleA Hacker News discussion thread claims Oracle triggered the implosion of the AI bubble, sparking debate in the tech community. No specific financial details or events were provided.
Power Approval May Delay Oracle's Wisconsin AI DatacenterOracle's leased Project Lighthouse datacenter in Wisconsin may miss its target of delivering capacity in H2 2027 because grid connection awaits regulatory approval; the campus has 902 MW of computing load and 1.3 GW total demand, with power financing costs potentially over $100M a year, while Oracle sent a force majeure notice on New Mexico's Project Jupiter.
Oracle cites force majeure on controversial data centerAccording to Quartz, Oracle cited force majeure to shield itself regarding its controversial AI data center in New Mexico; further details are not disclosed.
Nscale IPO tests Wall Street's appetite for concentrated AI betsBritish AI data center developer Nscale is listing on the NYSE at an expected $35B valuation, seeking $3B. It holds over $103B in contracts, but about 85% depends on Microsoft and Anthropic; Anthropic's deal is contingent on financing and can be cancelled if milestones are missed. Revenue hit $140.6M for the six months to June 30, with net losses of $1.02B.
Israeli Experts Warn AI Boosts Cyber ThreatsA coalition of over 150 cybersecurity firms warns AI is speeding up attackers' ability to find and exploit vulnerabilities, urging governments and businesses to raise defenses and coordinate defensive tech. Signatories include Anthropic, OpenAI, KPMG, Visa, Oracle, Microsoft and Palo Alto.
Oracle, OpenAI and ReWeaver updatesCoverage includes Bloomberg probing Oracle's AI cloud buildout and demand; OpenAI demonstrating ChatGPT-assisted antibiotic discovery as hypothesis-generation needing lab validation; and ReWeaver founder Jonathan Gordon arguing the design-to-code roundtrip still fails in practice.
Larry Ellison steps back from Oracle limelightReports note that Larry Ellison has been notably absent from Oracle earnings calls, indicating the founder is stepping back from the company's public spotlight in the AI era.
Oracle boosts layoffs plan by $700 millionOracle increased the scale of planned job cuts by $700 million, citing a cash crunch tied to building large-scale data centers for AI work.
Oracle cloud sales beat estimates on AI demandOracle reported cloud computing sales that exceeded analyst estimates, indicating its large AI data center investments are paying off.
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