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FORGOTTEN HISTORY: 23 - Caught on Camera

AMD debuts Helios rack-scale AI hardware platform at OCP Global Summit 2025 — promises easier serviceability and 50% more memory than Nvidia's Vera Rubin

AMD has showcased its new Helios rack-scale AI hardware platform based on the Open Rack Wide standard developed by Meta. Combining AMD's next-generation CPUs and GPUs on a single platform, this is AMD's pitch to AI infrastructure developers that it has a product that can compete directly with the likes…

Tom’s Hardware

AMD and Oracle partner to deploy 50,000 MI450 Instinct GPUs in new AI superclusters — massive capacity expansion powered by AMD's Helios rack architecture set for 2026

AMD is set to provide 50,000 of its next-generation MI450 Instinct GPUs for a new Oracle supercluster that will power next-generation AI inference and training. This joins the many other high-profile hardware and infrastructure deals that many of the top tech companies have made with one another over the past…

Tom’s Hardware

TikTok's 'American Takeover' May Be a Hoax: Billionaire Questions Truth Behind Trump's New Tech Deal

Billionaire investor Frank McCourt is investigating the legality of Trump's White House-approved TikTok deal, which allows ByteDance to retain partial ownership and access to the app's algorithm despite a law requiring full US divestment.

International Business Times UK

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AMD Stock Is Rising Tuesday: Here's Why

Advanced Micro Devices Inc (NASDAQ:AMD) shares are trading higher Tuesday after the company announced that Oracle Corp (NYSE:ORCL) Cloud will deploy 50,000 of its AI chips.

Benzinga

Oracle Cloud To Deploy 50,000 AMD Chips, Challenging Nvidia's Dominance

Oracle’s (NYSE:ORCL) Cloud Infrastructure announced on Tuesday that it will deploy 50,000 Advanced Micro Devices (NASDAQ:AMD) graphics processors starting in the second half of 2026, marking a significant shift away from the Nvidia (NASDAQ:NVDA) GPUs that dominate the market.

Benzinga

Oracle CEO Says 'Of Course' OpenAI Can Handle $60 Billion Cloud Bill Despite $5 Billion Loss In 2024: 'Just Look At The Rate...'

Oracle Corporation (NYSE:ORCL) co- CEO Clay Magouyrk expressed confidence in OpenAI’s ability to cover the hefty costs of its cloud infrastructure.

Benzinga

When will the AI bubble burst? As OpenAI signs yet another megabucks deal with Broadcom, can anyone make sense of the trillions of dollars involved?

A hundred billion here, a hundred billion there, pretty soon you're talking about real money.

PC Gamer

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Oracle AI World 2025 - everything we saw as it happened

We were in Las Vegas for Oracle AI World 2025 - here's what we saw.

TechRadar

Meta, Oracle Tap NVIDIA's Spectrum-X For AI Data Centers

NVIDIA Corporation (NASDAQ:NVDA) announced on Monday that Meta Platforms, Inc. (NASDAQ:META) and Oracle Corporation (NYSE:ORCL) will enhance their AI data center networks using NVIDIA's Spectrum-X Ethernet switches.

Benzinga

Oracle Expands Defense Ecosystem, Boosting AI For US Agencies

Oracle (NYSE:ORCL) is expanding its defense and national security footprint with the integration of Duality Technologies' secure data collaboration platform into Oracle Cloud Infrastructure (OCI) and the launch of a second cohort in its Oracle Defense Ecosystem program.

Benzinga

Alphabet: The AI Powerhouse Driving Markets Into 2026

The launch of Gemini Enterprise marks Google’s push to embed AI across enterprise workflows, integrating its full-stack infrastructure from Cloud to Workspace.

MarketBeat

Oracle's Hype Machine Preps For AI World 2025

Oracle Corp. (NYSE:ORCL) will host its Oracle AI World 2025 conference in Las Vegas from Monday, Oct. 15 through Thursday, Oct. 16.

Benzinga

“This isn’t Pets.com” — NVIDIA CEO says the AI boom is built on real demand

It's easy to draw comparisons between the dotcom bubble and crash and the current AI boom that's sucking up billions of dollars of investments. Is there a chance it could pop? Sure, but NVIDIA's CEO doesn't think so.

Windows Central

Google researchers say Oracle EBR hackers have hit dozens of organizations

The attacks started a lot earlier than previously thought, and bear the hallmarks of multiple threat actors.

TechRadar

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Benzinga

Netflix, Oracle And More On CNBC's 'Final Trades'

On CNBC's “Halftime Report Final Trades” on Thursday, Bill Baruch, founder and president of both Blue Line Capital and Blue Line Futures, picked Invesco DB US Dollar Index Bullish Fund (NYSE:UUP) as his final trade.

Barchart

Oracle Just Teamed Up With SoftBank. Should You Buy, Sell, or Hold ORCL Stock Now?

Oracle stock has returned close to 400% to shareholders in the last three years, due to its expanding capabilities in the AI segment.

Benzinga

Oracle Launches Health Connection Hub To Simplify Patient Data Sharing For US Providers

Oracle Corp. (NYSE:ORCL) announced that its Oracle Health Connection Hub is now generally available for U.S. healthcare providers, offering a unified console to onboard, access, and manage Oracle Health interoperability solutions.

Benzinga

Oracle Unveils New Cloud Service To Simplify Network Operations

Oracle (NYSE:ORCL) announced Thursday that it has introduced the Oracle Intelligent Communications Orchestration Network Cloud Service, an advanced solution to simplify enterprise network configuration and operations.

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Benzinga

This Oracle Analyst Begins Coverage On A Bearish Note; Here Are Top 5 Initiations For Thursday

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.

International Business Times

Stocks Mixed As Traders Assess AI Rally, US Rates And Shutdown

Asian markets were mixed Thursday as investors tried to assess the outlook for the global AI-fuelled rally, Federal Reserve interest rates and the ongoing US government shutdown.

Fortune

Meet Larry Ellison, the 81-year-old tech billionaire-turned-media mogul

The Ellison name is taking shape to be the future of movies, streaming, TV shows and more. As Larry Ellison, Oracle cofounder and his son, take their empire from databases to Hollywood.

The Guardian - UK

Why Tony Blair just can’t kick the habit of imperial interference in the Middle East

The Blair-Trump fantasy for postwar Gaza shows the former PM still thinks that free enterprise can solve all the world’s ills, says associate editor at the New Left Review Oliver Eagleton

Benzinga

OpenAI, Nvidia And Oracle Building A High-Tech House Of Cards? Expert Warns 'Infinite Money Glitch' Could Trigger AI-Led Job Losses And Market Chaos

A critical examination of the AI industry’s financial mechanics, dubbed the “AI Infinite Money Glitch,” is raising alarms among financial analysts and tech critics.

International Business Times UK

Gold Hits Record $4,000 as Wall Street Panics Over US Shutdown and Global Turmoil

Gold prices shattered records at $4,000 per ounce as Wall Street faltered amid fears of a U.S. government shutdown, political unrest abroad, and fading AI hype.

The Guardian - UK

Do OpenAI’s multibillion-dollar deals mean exuberance has got out of hand?

Some market watchers are concerned by the circular nature of deals with chip makers Nvidia and AMD

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