Oracle Agrees That AI Is Challenging the SaaS Model. Here's Why Oracle Thinks It's the Disruptor, Not the Disrupted.

Oracle and other software stocks are undergoing a major sell-off.

Oracle is building yesterday’s data centers with tomorrow’s debt

The OpenAI deal fallout exposes the fundamental danger of being the most leveraged player in a market where the chip cycle moves faster than the concrete dries.

Oracle and OpenAI drop Texas data center expansion plan, Bloomberg News reports

March 6 (Reuters) - Oracle and OpenAI have abandoned plans to expand a flagship artificial intelligence data center in Texas ...
SecurityWeek

Michelin Confirms Data Breach Linked to Oracle EBS Attack

Tire giant Michelin has confirmed a data breach stemming from the Oracle E-Business Suite (EBS) hacking campaign.

Oracle plans to lay off thousands of employees due to AI data center buildout expenses: report

Oracle plans thousands of layoffs as it ramps AI data center spending and targets $45–$50B for cloud capacity.
Tom's Hardware on MSN

Claude Code deletes developers' production setup, including its database and snapshots

Story has a happy ending of sorts, but should serve as a cautionary tale.