Cloud infrastructure
搜索文档
Nvidia, Oracle To Build DOE's Largest AI Supercomputer Using 100,000 GPUs
Benzinga· 2025-10-29 22:20
NVIDIA Corp. (NASDAQ:NVDA) announced Tuesday that, in partnership with Oracle Corp. (NYSE:ORCL), it will build the U.S. Department of Energy's largest artificial intelligence supercomputer using more than 100,000 GPUs. The goal is to build a system of supercomputing power that will support the development of advanced AI models and accelerate research across various scientific and industrial applications. NVDA stock is hitting all-time highs. Watch the price action here. Loading...Loading...Read Next: Amazon ...
Monness Maintains Neutral Stance on Oracle (ORCL) Stock
Yahoo Finance· 2025-10-28 22:46
Oracle Corporation (NYSE:ORCL) is one of the Most Promising AI Stocks to Buy Right Now. On October 20, Monness analyst Brian White maintained a “Neutral” stance on the company’s stock, giving a “Hold” rating. The analyst’s rating is backed by a combination of factors around the company’s current financial trajectory and strategic initiatives. While Oracle Corporation (NYSE:ORCL) continues to make significant strides in the broader AI sector, with new innovations and partnerships, the analyst opines that th ...
Why Is Wall Street So Bullish on Oracle? There's 1 Key Reason.
Yahoo Finance· 2025-10-22 21:10
Key Points Analysts have optimistic price targets on Oracle stock. The company expects AI infrastructure deals to lead to an explosion in cloud computing revenue. A megadeal with OpenAI carries some risk. 10 stocks we like better than Oracle › Wall Street analysts are big fans of Oracle (NYSE: ORCL). Across the 43 analysts that currently cover the stock, most of the analyst ratings are buy or strong buy. The average analyst price target is just over $345 per share, while the most optimistic price ...
Microsoft Stock: Very Bullish Into Upcoming Earnings (NASDAQ:MSFT)
Seeking Alpha· 2025-10-21 11:20
Microsoft (NASDAQ: MSFT ) has been a leading technology company for many decades. With expertise across cloud infrastructure to computer devices to enterprise applications to gaming, the diverse product offerings are attractive.Analyst’s Disclosure:I/we have a beneficial long position in the shares of MSFT either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have ...
Microsoft: Very Bullish Into Upcoming Earnings
Seeking Alpha· 2025-10-21 11:20
公司业务概览 - 微软是一家在数十年间处于领先地位的科技公司 [1] - 公司业务专长广泛覆盖云基础设施、计算机设备、企业应用和游戏等多个领域 [1] - 多样化的产品组合具有吸引力 [1]
Oracle stock drops 7% as some skeptics question lofty AI targets
CNBC· 2025-10-18 03:24
Oracle's extended rally, which has been driven by the company's increasingly central position in the artificial intelligence boom, hit pause on Friday, with the stock tumbling 7%, its worst day since January.The slide came a day after the software company revealed a long-term outlook, boosted by AI, at an analysts' meeting that was part of the Oracle AI World conference in Las Vegas.Oracle said on Thursday that it expects $166 billion in cloud infrastructure revenue in the 2030 fiscal year, up from $18 bill ...
Larry Ellison Loses $24 Billion As Oracle Shares Slide
Forbes· 2025-10-18 02:25
ToplineLarry Ellison, the world’s second-richest person, had roughly $24 billion cut from his net worth as shares of his Oracle tumbled on Friday, despite executives providing revenue growth forecasts that were applauded by Wall Street. Oracle’s chairman challenged Elon Musk for the world’s richest title following a record-breaking rally last month.Copyright 2025 The Associated Press. All rights reservedKey FactsShares of Oracle dropped about 7% to around $291 by Friday afternoon, pacing what would be the s ...
Oracle expects cloud infrastructure revenue to be $166 bln in FY30
Reuters· 2025-10-17 01:44
Oracle said on Thursday it expects cloud infrastructure revenue to be $166 billion in fiscal 2030. ...
Analyst: Oracle (ORCL) ‘Undercutting Prices’ is ‘Dragging Down’ Cloud Sector Prices – ‘The Market is Becoming Commoditized’
Yahoo Finance· 2025-10-16 16:21
We recently published Top 10 Trending Stock Ratings and Calls as Tom Lee Says Latest Selloff is a Buying Opportunity. Oracle Corporation (NYSE:ORCL) is one of the top trending stock ratings and calls. GQG Partners Portfolio Manager Brian Kersmanc recently discussed why he became underweight tech stocks amid weakening fundamentals. The analyst talked about Oracle and how the company is “undercutting prices” on enterprise deals. “Pricing dynamics within cloud are coming under a lot of pressure due to incre ...
Google to power LA28 with cloud infrastructure, AI tools
Reuters· 2025-10-09 06:27
合作内容 - Google将成为2028年洛杉矶奥运会和残奥会的官方云提供商并作为创始合作伙伴加入LA28 [1] 合作范围 - 合作范围涵盖Google Cloud和YouTube平台 [1] - 公司将利用人工智能技术帮助识别有前途的运动员 [1] - 公司将通过YouTube展示奥运会相关内容 [1]