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28.10.26 - 10:06
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Oracle accelerates AI chip diversification with Cerebras, Google, and SambaNova deals (Digitimes)
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Oracle has signed partnerships with Cerebras and other chipmakers to host their chips in its cloud infrastructure. The Cerebras deal gives the chipmaker a new large customer to anchor its post-IPO trajectory, while allowing Oracle to reduce its reliance on Nvidia's expensive chips, even though Oracle also announced a purchase of Vera Rubin platforms for its data centers....
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28.10.26 - 04:07
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Google TPUs land Oracle, with OpenAI reportedly next (Digitimes)
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Google's tensor processing unit (TPU) business has gained one confirmed and one reported major customer within a week, adding pressure on Nvidia, whose graphics processors still dominate AI computing even as its biggest buyers look for alternatives....
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27.10.26 - 23:06
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Oracle Aktie legt kräftig zu: Hardware-Offensive mit NVIDIA und Google (Aktiencheck)
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Frankfurt (www.aktiencheck.de) - Oracle-Aktienanalyse von XTB:
Jens Klatt, Marktanalyst bei XTB, nimmt die Aktie von Oracle Corp. (ISIN: US68389X1054, WKN: 871460, Ticker-Symbol: ORC, NYSE-Symbol: ORCL) unter die Lupe.
Bei den aktuellen Aktiennews feiere der US-Software- und Cloud-Konzern ein starkes Comeback an der Wall Street. [mehr]...
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27.10.26 - 18:31
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Crusoe CEO Defends Rival CoreWeave, Calls Selloff ′Overblown′ (Bloomberg)
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The chief of Crusoe, a data center developer and AI computing supplier that has contracts with firms including Meta Platforms Inc., Oracle Corp. and Alphabet Inc.'s Google, called the recent selloff of so-called neoclouds “overblown” and said rival CoreWeave Inc. has done “some very good deals.”...
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