"To support our bull case, we believe that [Oracle] will likely raise incremental debt (we are assuming an additional $20bn of debt) to meet this bull case, which at a 5% interest rate would increase ...

OpenAI was the company that signed a $30 billion per year deal with Oracle for data center services, disclosed last month, ...

OpenAI and Oracle have announced an agreement to build out 4.5 gigawatts of U.S. data center capacity as part of the $500 billion Stargate project.

The 4.5 gigawatt commitment will create more than 100,000 construction and operations roles in the U.S., according to a ...

OpenAI has partnered with Oracle to expand its Stargate AI project, adding 4.5GW of capacity and advancing its U.S. AI ...

In a world where data is the new oil, OpenAI just struck a deal with Oracle to dig deep into the earth and pump out some serious gigawatts—4.5 to be exact. This ambitious partnership aims to augment ...

O penAI announced Tuesday that it will develop 4.5 gigawatts of data center capacity in partnership with Oracle ORCL — ...

U.N. Secretary General António Guterres on Tuesday called on tech companies to power the build out of data centers with 100% ...

OpenAI and SoftBank scale back their $500B Stargate project, shifting focus to a smaller AI data center amid internal ...

OpenAI has struck a deal with Oracle to add an astounding 4.5 gigawatts of US data center capacity to power the massive ...

Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” second quarter 2025 investor ...