Is it Microsoft? I mean, who’s looking at it? I, [00:00:28] Lee Jackson: I hear a new voice on this every day. A couple of days ago, it was Oracle and Larry Ellison and, you know, the government ...

With the database company reportedly eying to operate Stargate's first data center expected to be used by OpenAI, "Oracle has 'supplanted" Microsoft's role as OpenAI's most important funding ...

DeepSeek’s AI breakthrough could lower computing costs, benefiting Microsoft’s Azure growth and AI infrastructure efficiency. Analyst sees potential downside for Oracle as easing GPU ...