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Oracle News 14 September 2025

The $300B Bet: How Oracle Became AI’s Dark-Horse Supercloud

The $300B Bet: How Oracle Became AI’s Dark-Horse Supercloud

Inside the $300 Billion Oracle–OpenAI Cloud Deal In September 2025, news broke that OpenAI (the company behind ChatGPT) had agreed to spend an eye-popping $300 billion on cloud computing from Oracle over about five years Techcrunch. According to The Wall Street Journal’s scoop, OpenAI would start drawing on this capacity in 2027 Techcrunch. The deal, if confirmed, is historic – on the…
14 September 2025
Oracle’s ‘Truly Awesome’ AI Cloud Quarter Sends Stock Soaring 36%, Making Ellison World’s Richest

From Legacy to AI Leviathan: Inside Oracle’s Unlikely Run

Oracle’s Q1 FY2025: Cloud Growth Sets the Stage for an AI Leap Oracle’s transformation from enterprise software stalwart to cloud contender began to show tangible results in fiscal Q1 2025. In that quarter (ended August 2024), Oracle reported $13.3 billion in revenue, up 7% year-on-year, fueled by strong cloud uptake Stocktitan. Cloud services revenue grew 21% to $5.6 billion Stocktitan, with Oracle’s…

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  • Alphabet set to beat the market in 2026 but unlikely to replicate 2025 surge
    January 17, 2026, 3:21 PM EST. Alphabet, parent of Google, was a top performer in 2025 among the Magnificent Seven, a group of large tech names that surged last year. The unusually strong run may not repeat in 2026, but the stock could still beat the market. Key themes: Gemini, Alphabet's AI model, is winning enterprise adoption; Google Search remains a dominant cash cow, and AI-generated Overviews have helped keep traffic intact. Political risk from antitrust eased after a lighter penalty and no breakup was mandated, while Chrome and Android stay core to the business. A later monetization of AI could lift the multiple, though the near term remains uncertain. The stock hovered around $330 with a roughly $4 trillion market cap as of the latest session.
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