Tag

#Oracle

5 stories taggedOracle.

Abstract editorial illustration: a bar chart where one bar labelled 'infrastructure' suddenly grows into a power pylon and cooling tower, dwarfing smaller bars
AI2Day OriginalAI Business

Infrastructure week: why our own story count on power, chips and data centres just tripled

We ran 13 AI infrastructure pieces in the seven days to 20 September, up from 4 the week before. Here is what our own coverage looks like when the picture zooms out from models to megawatts.

4 min read
Massive data centre interior with hundreds of server racks extending into the distance, rows of illuminated equipment and cooling infrastructure under industria
AI Business

Oracle's AI cloud business just had its best quarter ever. What the numbers actually mean.

Revenue hit $19.35 billion, cloud infrastructure more than doubled, and the company has taken on over $100 billion in debt to build data centres for AI. Big quarter. Bigger bet.

3 min read
A corporate software development environment with multiple team members collaborating at workstations, AI interface panels visible on monitors showing suggested
AI Business

Oracle says AI agents will speed up software rollouts, not kill the software business

At its Q1 FY2027 earnings call, Oracle argued that AI assistants will make its business software easier to use and faster to deploy, while its cloud computing arm posted 60 percent revenue growth.

4 min read
Illustration: Warm indoor light
AI Business

AI Datacenters Are Piling Up Debt. Is a Crisis Coming?

Some analysts warn that companies building AI datacenters are hiding enormous debts off their books. The comparison to past corporate collapses sounds alarming. Here is why most analysts think they're drawing the wrong parallel.

4 min read
Illustration: A grand neoclassical stone building facade, the kind associated with central banking
Policy

Bank of England gains power to regulate Amazon and Google cloud services from Monday

New rules mean the UK's central bank can directly oversee the tech companies that keep British banking running, cutting the risk of outages that could freeze millions of accounts.

3 min read
© 2026 AI2Day