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Microsoft relaxes data center grip on OpenAI amid $500 bln joint venture
Microsoft (MSFT.O) has announced that it changed some key terms of a deal with OpenAI after the ChatGPT creator announced a joint venture with Oracle (ORCL.N) and Japan’s SoftBank Group (9984.T) to build up to $500 billion of new AI data centers in the United States.
With Oracle joining Stargate, can Microsoft - OpenAI partnership strain?
As Oracle (ORCL) joins the Stargate Project, a new $500B AI infrastructure initiative, are there risks to Microsoft (MSFT) - OpenAI partnership. Read more here.
DeepSeek launch rattles tech stocks with Microsoft, Meta earnings on deck
DeepSeek's large-language-model launch could wipe nearly $1 trillion in market value from the biggest U.S. tech companies.
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 announcement of a $500 billion joint venture spurred optimism about a rising tide of AI investments.
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.
OpenAI Wrestles With Microsoft Stake Valuation As It Looks To Transition To For-Profit Entity Amid Trump's $500 Billion Stargate AI Project: Report
Sam Altman-led OpenAI is reportedly engaged in intricate discussions to transform into a for-profit entity, but its board is grappling with valuing Microsoft's stake while negotiating the worth of its new charitable division at $30 billion.
Trump Announces $100 Billion A.I. Initiative
OpenAI, Oracle and SoftBank formed a new joint venture called Stargate to invest in data centers, building on major U.S. investments in the technology.
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Stargate: How Microsoft can benefit from Softbank, OpenAI and Oracle’s $500 billion-joint AI project with zero money
Stargate: Analysts have noted that Microsoft has become less willing to spend even more money financing the computing power OpenAI requires to retain a lead in AI.
OpenAI teams up with SoftBank and Oracle on $500B data center project
OpenAI has announced that it's teaming up with Softbank and Oracle on $100 billion data center project in the U.S.
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Why Nvidia, Microsoft, Oracle, Arm, and Other AI Stocks Are Surging Wednesday
Shares of AI-related companies surged Wednesday after President Trump announced a $500 billion joint venture with Oracle, OpenAI, and SoftBank to build AI infrastructure in the U.S. As key ...
Why Hedge Funds Are Bullish on Oracle Corp (ORCL)
We recently compiled a list of the 10 Best Cloud Stocks To Buy According to Hedge Funds. In this article, we are going to take a look at where Oracle Corp (NYSE:ORCL) stands against the other cloud stocks.
AI And Earnings Expansion Support Oracle's Valuation
Oracle, driven by AI and cloud, projects a 15% stock price CAGR potential over five years, and a fair valuation amid a changing U.S. regulatory climate.