# Oracle
Latest news and articles about Oracle
Total: 6 articles found
AI Demand Outruns Supply: AMD CEO Pushes Back After 17% Share Shock
AMD’s stock plunged about 17% in its worst one‑day drop since 2017 after investors reacted to what they saw as cautious guidance despite a Q4 beat. CEO Lisa Su pushed back, saying AI demand is accelerating faster than expected, that compute demand exceeds supply, and that the Helios server system should help drive a second‑half inflection.
From a $100bn Promise to a $20bn Reality: Why Nvidia and OpenAI Are Choosing Caution Over Romance
Nvidia and OpenAI have publicly reaffirmed their partnership after reports that a previously announced $100 billion‑scale LOI had stalled. Sources now say Nvidia is likely to commit about $20 billion in the current financing round, signalling a shift from aspirational headlines to staged, pragmatic investments amid a tight AI hardware supply environment.
Nasdaq Opens Lower as Crypto Names Slide; Oracle Jumps on Dollar‑Bond Plan, Disney Plummets After Q1
US markets opened slightly lower as the Nasdaq underperformed and crypto‑related stocks tumbled. Oracle rose after unveiling a dollar bond issuance plan, while Disney plunged despite modest revenue growth, highlighting selective investor caution across the market.
Oracle Doubles Down on AI: Plans Up to $50bn Raise to Build Massive Cloud Capacity for OpenAI and Others
Oracle intends to raise $45–50 billion in 2026 through equity-linked securities, common stock and a senior bond to expand cloud capacity for large AI customers including OpenAI. The move highlights the enormous capital required for AI-scale data centres and has intensified investor concerns about returns, credit risk and the feasibility of the company’s expansion plans.
TikTok’s U.S. Deal: ByteDance Keeps the Algorithm, Washington Gets Oversight
TikTok unveiled a two-company U.S. structure that places data and content oversight in a new joint venture controlled by U.S. managers, while ByteDance retains control of the high‑value parts of the business and ownership of the recommendation algorithm. The arrangement aims to balance U.S. security concerns with ByteDance’s desire to keep its core technology and revenue streams, but it will face continued regulatory and political scrutiny.
TikTok Survives US Crackdown by Keeping Its Algorithm and Carving Out a US Data Guardrail
TikTok has set up a US data‑security joint venture and preserved its core algorithm IP by licensing it, while ByteDance retains a 19.9% stake in the new entity and full ownership of US commercial operations. The deal secures the app’s presence in America, attracts major American and global investors, and establishes a template for managing tech‑national security tensions without dismantling the business.