News from China upset U.S. markets this week and disrupted the frenzy that had built up around artificial intelligence.

Tech giant Oracle (ORCL) recently revealed its latest AI agents that are designed to support supply-chain workers in various roles, from

Goldman Sachs is forecasting IaaS revenue to grow to $580 billion in 2030. This opportunity has already supercharged Oracle's cloud infrastructure business. Its IaaS revenue in the second quarter of fiscal 2025 (which ended on Nov. 30, 2024) increased 52% year over year to $2.4 billion.

Oracle looks like a big winner from the new Stargate Project. The tech giant began working more closely with OpenAI last summer. Oracle is outgrowing leaders like Amazon in cloud-infrastructure revenue.

When there's an innovative technology that's useful to the general population and it's affordable, people will use it, said Vic Shao, founder of DC Grid, which delivers off-grid, direct current power to data centers and electric vehicle charging stations.

If there were any fears that spending on artificial intelligence (AI) infrastructure was about to slow down, that was put to rest when President Donald Trump announced the new Stargate AI project last week.

Oracle, driven by AI and cloud, projects a 15% stock price CAGR potential over five years, and a fair valuation amid a changing U.S. regulatory climate.

Elon Musk is already casting doubt on OpenAI’s new, up to $500 billion investment deal with SoftBank (SFTBY) and Oracle (ORCL), despite backing from his allies — including President Donald Trump.

Meta Platforms METAO opens new tab plans to spend as much as 65 billion this year to expand its AI infrastructure CEO Mark Zuckerberg said on Fr

CEO Mark Zuckerberg announced that Meta Platforms (META.O) plans to invest as much as $65bn in 2025 to expand its artificial intelligence (AI) infrastructure. This substantial investment aims to bolster Meta’s AI capabilities and strengthen its competitive position against rivals such as OpenAI and Google in the rapidly evolving AI market.

Chinese AI app not working properly amid huge interest in ChatGPT competitor - DeepSeek says its AI model is similar to US giants like OpenAI, despite fears of censorship around issues sensitive to Be

Those earnings will hit as big-tech executives try to cozy up to President Trump, and as artificial intelligence ambitions remain one of the main drivers for the industry and the market. Trump hopes to turbocharge both, announcing plans for $500 billion in investments in AI infrastructure last week.