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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.
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‘Ride the Stargate Wave,’ Says Top Investor About Oracle Stock
The AI race took another geopolitical twist last past week, as the Trump Administration announced the formation of the $500 billion Project
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.
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.
MSFT, ORCL and TSLA Forecast – Major Tech Stocks a Bit Flat in Premarket Trading
Major US tech stocks look a bit sluggish in the early hours of Friday trading, as the giants all seem a little overextended.
Stargate & OpenAI announcement is 'net positive' for Microsoft
President Trump announced on Wednesday the 'Stargate' initiative, focused on expanding artificial intelligence (AI) infrastructure in the US. Stargate is currently backed by SoftBank (SFTBY), Oracle (ORCL),
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.
AI Daily: OpenAI’s Stargate deal seen as shift away from Microsoft
Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this
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.
Cantor’s 2025 Prediction for AI Software Stocks: These 2 Names Lead the Pack
AI has quickly become the ‘shiny new thing,’ not just in tech but across a wide range of economic and business sectors and applications. AI is
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Stargate initiative 'directional win-win' for Oracle and Microsoft - TD Cowen
The Stargate joint venture, led by SoftBank Group Corp. (TYO: 9984 ), OpenAI, Oracle, and Microsoft, with technology partners including NVIDIA Corporation (NASDAQ: NVDA) and Arm Holdings ADR (NASDAQ: ARM ), marks a major step in AI infrastructure development, analysts said
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.