Oracle recognized the AI land grab accelerating in real time: a market rocketing from $80–100 billion today to $350–650 ...

Good morning. Yesterday, Oracle announced a move that is about as divisive as you’ll find in a modern C-suite: The company appointed co-CEOs, with Clay Magouyrk and Mike Sicilia taking over from Safra ...

In today’s CEO Daily: Diane Brady on the problems faced by Oracle’s new co-CEOs. The big story: $100 billion Nvidia-OpenAI deal features “circularity.” The markets: Up! Plus: All the news and ...

It’scommitted to buildinghuge chip-filled data centers for OpenAI, but it doesn’t have the cash to do so. So far, the company has been able todefray the upfront costs of constructing the data center’s ...