Oracle
7 articles on this topic, newest first.
Why Residents Push Back on AI Data Centers, and What OpenAI Is Promising
OpenAI has unveiled a community compact for its future campuses. For investors, the timing of power hookups and approvals may matter more than the size of the build.
Why Oracle Is Buying More Nvidia GPUs and Adding Google TPUs Too
Oracle will expand Nvidia's next-generation AI systems to multi-gigawatt scale while becoming the first big outside cloud to offer Google's TPUs. The move shows competition shifting from single-chip speed to the running cost of whole systems.
Why AI Data Centers Are Starting to Make Their Own Electricity
The GPUs are secured, but the power is not. In the AI data center race, how fast a builder gets electricity is becoming a bigger variable than how cheaply it buys it.
AI Data Centers Are Rewriting Contracts While They Wait for Power
Oracle's Project Jupiter shows that the AI power shortage is no longer a "2030 forecast." The mere possibility of a delayed power hookup has already triggered a force majeure clause, and it is starting to shake billions in loans and lease-income timelines.
The Maturity Wall: Why 2027 Is When Cheap Corporate Debt Comes Due
Trillions in pandemic-era bonds refinance into a higher-rate world starting in 2027, and the AI buildout is riding the same wave of debt.
Rate at 5%: How to Hold AI Stocks This Week - Oil and Cash Flow Are the Real Variables
The Fed raised rates for the first time in three years even as August core CPI cooled to 2.4%. The market's real question this week is not whether inflation has fallen, but whether an oil shock revives inflation expectations and long-term yields, and whether AI companies' profits can hold up under 5% rates.
Brent at $109, the 10-year at 4.94%: the discount rate is beating the AI trade
Stocks fell for a fourth straight session on Sept. 10 as producer prices and energy costs pushed long yields toward 5%. After the close, Oracle showed AI demand is converting into signed contracts. The question is no longer demand. It is what multiple the market can pay for it.
Nothing featured in this section yet.
Not more news. Ideas that stay with you.
Instead of the daily flood of headlines, we send the knowledge and perspective you need to think long-term about U.S. stocks and AI investing, in one email each morning.
We only ask for your email. Every issue has a one-tap unsubscribe link.