The higher number counted revenue booked by OpenAI's partners, to make it comparable with Anthropic. Removing it took 1.25% off the Nasdaq in a day.
Company
Oracle
Oracle is an organisation working in artificial intelligence, founded in 1977 and based in Austin, Texas, United States. This page collects every Aivio News story about Oracle, together with its models and recorded benchmark results.
- Founded
- 1977
- Headquarters
- Austin, Texas, United States
- Official website
- oracle.com
More from Oracle
Five AI infrastructure targets, three days, and not one of them survived. The winning techniques were argument injection, input validation failures and a use-after-free.
All three are reported talks rather than closed deals. What they have in common is the structure: borrow privately, and keep the hardware off the operating company's balance sheet.
Samsung says power availability is the greatest bottleneck in AI infrastructure. Helix is four months old and has already raised more than $10bn.
Goldman Sachs expects five companies to spend $1.2 trillion on AI infrastructure next year
The forecast is 54 per cent above this year. The figure that matters more is $300bn — the annual AI revenue Goldman says those companies need to recoup it.
The site is waiting on a gas pipeline now due in February 2027 and an air-quality permit the state must rule on by 23 November.
- Crusoe raises $3.9bn at a $30.9bn valuation, about three times what it was worth last October
- MLPerf Inference v6.1 adds RAG and agent tests, and draws a record 30 submitters including Nvidia's first Vera Rubin results
- Microsoft plans to triple its data centre capacity to 38 gigawatts by 2032, Bloomberg reports
- Oracle adds about $700m to a restructuring plan it links to adopting AI inside the company
- Oracle's cloud infrastructure revenue more than doubles as its backlog reaches $664bn
- Positron raises $875m to build inference chips around phone-grade memory instead of HBM