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Larry’s risky business

The Verge • 2026-04-29T09:57

Larry’s risky business

If you want to know whether the AI bubble is bursting, there's only one publicly traded company that will tell you: Oracle. That's right, the database company. Oracle has burned its boats and pivoted to AI, but not in any kind of usual way. It is not a foundation model builder like OpenAI or Anthropic, […]

What happened?

If you want to know whether the AI bubble is bursting, there's only one publicly traded company that will tell you: Oracle. That's right, the database company. Oracle has burned its boats and pivoted to AI, but not in any kind of usual way. It is not a foundation model builder like OpenAI or Anthropic, […]

Story details

If you want to know whether the AI bubble is bursting, there's only one publicly traded company that will tell you: Oracle.

That's right, the database company.

Oracle has burned its boats and pivoted to AI, but not in any kind of usual way.

Why it matters

This story helps build a stronger internal English tech archive around Technology, giving search visitors more reasons to keep browsing the site instead of bouncing after a single headline.

Original source

https://www.theverge.com/ai-artificial-intelligence/920378/oracle-openai-datacenter-buildout