Oracle has confirmed it will be the tenant of a major data center campus being developed in Doña Ana County, New Mexico. Dubbed "Project Jupiter," the campus will span 1,400 acres with four data center buildings, micro-grid facilities, natural gas power plants, a battery storage center, and a desalination plant.

It's official. Oracle owns part of American TikTok now.

Hyperscalers, including Oracle, led the leasing tables in 2025 and, going into 2026, TD Cowen sees a “highly robust” US data center leasing pipeline, with around 9.2GW of live US data center leases in progress and “healthy diversity” across hyperscalers.

Oracle Database 26ai embeds AI capabilities directly into production databases, enabling enterprises to deploy AI securely without moving data to external platforms.

Morgan Stanley cuts target 30% to $213 on AI funding fears while Guggenheim holds $400 target. Wall Street divided on cloud bet.

Oracle outlines how to maximize its Fusion AI Data Platform's managed pipeline to unify enterprise data for advanced analytics, AI, and automated workflows.

Appetite for loans tied to Oracle's data center partnership with OpenAI has diminished, reflecting concerns over credit risk and AI investment scale.

Oracle recognized the AI land grab accelerating in real time: a market rocketing from $80–100 billion today to $350–650 billion by 2030, with the largest compute buyers on the planet—OpenAI, Meta, xAI, and NVIDIA—locking in capacity at unprecedented scale. Whoever serves them first earns scale, scars, and credibility.

Both companies have a lot riding on the success of OpenAI, the leader in large language models.

U.S. joint venture would help the company diversify and give it its very first "foray into a consumer business," according to Seeking Alpha analyst Gary Alexander. TikTok (TIKTOK) has formed a majority American-owned joint venture that will enable the video-sharing app to continue operating in