CNBC

Oracle shares tumble on earnings. But there's a silver lining for our AI chip and power stocks

Oracle shareholders are taking it on the chin Thursday, as the company's plan to raise more money to fund the AI buildout is overshadowing better-than-expected quarterly results. But, from our vantage ...
pv magazine International

Vietnam’s first direct power purchase agreement enters operation

The DPPA is between Samsung Electronics Vietnam Thai Nguyen (SVET) and TTC Duc Hue–Long An Power, developer of the 49 MW Duc Hue 2 solar power plant in Tây Ninh province, southern Vietnam. Under the ...
El Paso Times

Project Jupiter switching to less-polluting fuel cells for power

Oracle Corp. and its partners, building the huge Project Jupiter data center complex in the Santa Teresa, New Mexico, area, have dumped their initial power plan in favor of a new one that they promise ...
Business Insider

A $16 billion OpenAI and Oracle data center could decide whether Michigan power bills go up or stay put

OpenAI and Oracle are building a massive data center in Michigan — and residents' power bills are hinging on it. The data center is part of OpenAI's Stargate project, originally a joint venture ...
Engineering News-Record

Oracle's $16B Michigan Data Center Secures Financing as Power Contracts Face Appeals

A rendering of Related Digital's proposed data center campus in Saline Township, Mich., near Ann Arbor, shows three single-story compute buildings totaling more than 1.6 million sq ft. The $16B ...
Seeking Alpha

Oracle to use Bloom Energy fuel cells to power 2.45 GW AI data center microgrid in New Mexico

Bloom Energy (BE) up 2.3% post-market Monday after Oracle (ORCL) and BorderPlex Digital Assets said they will utilize Bloom's fuel cells to fully power the planned multi-billion dollar Project Jupiter ...
Morningstar

Oracle to Use Bloom Energy Fuel Cells to Power New Mexico Data Centers

Oracle and BorderPlex Digital Assets will use fuel cells made by Bloom Energy for Oracle's Project Jupiter data-center campus in New Mexico. Bloom will supply the campus with up to 2.45 gigawatts of ...
Wall Street Journal

Oracle’s Deluge of AI Debt Pushes Wall Street to the Limit

Oracle’s ORCL0.41%increase; up pointing triangle $300 billion megadeal with OpenAI is testing the limits of Wall Street’s appetite for debt tied to America’s data-center boom. Banks including JPMorgan ...
Investopedia

Why Oracle Is One of the Biggest Winners of This Week's Rally So Far

Aaron McDade is a breaking news reporter for Investopedia. He is an experienced journalist who has covered everything from the latest in business and tech news to sports and international news like ...
East Bay Times

Oracle agrees to buy power from Bloom for AI data centers

Oracle Corp. agreed to purchase as much as 2.8 gigawatts of fuel-cell power from Bloom Energy Corp. to supply data centers for artificial intelligence work. An initial 1.2 gigawatts of capacity has ...
24/7 Wall St

Bloom Energy Jumps 14%, Oracle Rises 7% as Fuel Cell Deal Fuels AI Data Center Power Race

Bloom Energy (NYSE:BE) stock is up 14% in early trading today, and Oracle (NYSE:ORCL | ORCL Price Prediction) stock is up 7%, after the two companies announced an expanded partnership to deploy up to ...