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OpenAI

Microsoft Business Impact Broadcom Oracle Multimodal Models Google Cloud Contracts Cerebras Systems Commercial Contracts TSMC AI Workloads Collaboration on Semiconductors Project Management Custom Chips Data Center Infrastructure AI Models Collaboration AI Development Nvidia Disney AI Investments Computing Infrastructure AWS Expenditures Copilot Features Oracle and OpenAI Revenue Sharing AWS Capital Expenditures Productivity

Oracle's AI Pivot Leaves $638 Billion Backlog but Raises Big Financing and Execution Questions

Record contracted backlog has pressured cash flow, forcing roughly $40 billion in planned financing that will determine whether Oracle converts contracts into revenue.

Cerebras Announces 200 MW European AI Buildout by End of 2027

Microsoft Shares Drop Sharply as Heavy AI Capex Collides With Record Cloud Growth

Amazon Rises After Dual $300 Calls as AI Deals Lift AWS Outlook

Disney Invests $1 Billion in OpenAI, Licensing 200+ Characters for Sora Video Generation

Oracle Sells $18 Billion in Bonds to Finance AI Data Centers