OpenAI and Oracle (ORCL) intend to start filling a massive new data center in Texas with tens of thousands of powerful

Oracle's competitive pricing and strategic positioning make it an ideal partner for OpenAI, complementing Microsoft's Azure and easing capacity constraints. Learn more on ORCL stock here.

There is the other possibility that because of Microsoft-backed OpenAI's partnership with Oracle (ORCL) as part of the Trump administration's Stargate venture, where Softbank (SFTBY), OpenAI and ORCL are forming a $100 bln joint venture to fund AI ...

Microsoft (MSFT) is dropping 1% after investment bank TD Cowen reported that the conglomerate had canceled some of its leases of data centers in the U.S.

Microsoft (MSFT) recently canceled some data center leases, causing a drop in AI stock prices and raising concerns about AI infrastructure

Goldman Sachs analyst reiterates Buy rating on Microsoft Corp with $500 price target and unchanged fiscal 2025/2026 estimates due to AI data center lease adjustments.

Snowflake is leveraging AI, strategic partnerships, and operational enhancements to drive product growth and margin expansion. Click to read why SNOW is a Buy.

Microsoft (MSFT) says it still plans to spend $80 billion on data center infrastructure this year, according to reporting from Seeking Alpha, following a TD Cohen note saying the tech giant is beginning to cancel data center leases.