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Oracle’s AI-Powered Sales Growth Threatens Elon Musk’s Reign as World’s Richest Man

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Oracle is on an all-time roll — and the prophecy written in its stock price is that founder Larry Ellison may become the wealthiest man on the face of the planet.

The company reported its latest earnings results after the bell on Tuesday, including an astounding projection that revenue from its cloud computing will increase 77% to $18 billion this year and could rise as high as $144 billion annually by 2030, thanks in large part to four multibillion-dollar deals with three different customers. By Wednesday afternoon, The Wall Street Journal reported on one of those marquee deals: a five-year, $300 billion agreement to supply cloud computing power to OpenAI.

Picks and Shovels

Oracle said its remaining performance obligations (RPOs), the contracted revenue that has not yet been realized, such as the OpenAI deal that the WSJ reported will begin in 2027, are now sitting at $455 billion. That’s up 359% from just a year ago, inspiring quite literal words of awe from Wall Street analysts during the company’s earnings call: Guggenheim’s John DiFucci said he was “blown away,” while Brad Zelnick of Deutsche Bank said, “We’re all kind of in shock, in a very good way.”

In other words, Oracle has become a favorite supplier of picks and shovels amid the artificial intelligence gold rush. And CEO Safra Catz says that’s because it’s different from cloud computing rivals such as Microsoft, Google and Amazon: “Some of our competitors, they like to own buildings … That’s not really our specialty. Our specialty is the unique technology, the unique networking, the storage — just the whole way we put these systems together.”

More importantly, Oracle’s RPO figure is an indication that the AI industry is preparing to spend big to keep the gold rush from going bust anytime soon:

  • In a June filing, OpenAI revealed it was on track to generate just $10 billion in revenue this year, leagues away from the roughly $60 billion it will be paying Oracle under the deal. Meanwhile, sources told the WSJ earlier this year that OpenAI’s Sam Altman recently informed investors the company won’t be profitable until 2029 (and it’s still sorting out its for-profit structure).
  • Oracle is similarly putting growth over profit; the company’s debt-to-equity ratio has soared to 427%, with S&P data showing its $21 billion in operating cash flow in the 12 months through August was eclipsed by its $27 billion in capital expenditures. 

Margin Call: The AI moment has not only been very good to picks-and-shovels companies like Oracle but also to financiers on Wall Street funding the massive debt splurge. Not everyone is drooling, though. In a note published Wednesday seen by MarketWatch, D.A. Davidson analyst Gil Luria flagged that “at best,” Oracle is running its AI cloud compute services “at single-digit operating margins, if not serving compute at a loss in some instances,” a far cry from the 50% margins of its legacy business. All the same, Oracle’s share price leaped 36% by the close of trading Wednesday, and was sufficiently high during much of the trading day that Ellison’s fortune briefly eclipsed that of Elon Musk, according to Bloomberg. Oracle’s was the only single-day gain greater than 25% for a company worth at least half a trillion dollars, according to Dow Jones data. ​​It’s also good for the company’s best single-day stock performance since 1999 … or right before a certain early digital age bubble started to burst.



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Research Solutions Launches AI Copyright Tool for Scientific Research

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Solution Enables Corporate Researchers To Safely Use Generative AI Tools With Journal Articles Through Integrated Rights Management And Publisher Partnerships

HENDERSON, Nev., Sept. 11, 2025 /PRNewswire/ — Research Solutions (NASDAQ: RSSS), a leading provider of AI-powered scientific research tools, announces the commercial launch of its AI Rights add-on for Article Galaxy, enabling corporate researchers to compliantly use generative AI tools with scientific journal content at scale. The solution addresses a critical compliance gap affecting 76% of researchers who now use AI tools in their workflows but lack clear guidance on copyright permissions for scientific content analysis.

The AI Rights add-on transforms Research Solutions’ Article Galaxy platform into a comprehensive solution for AI rights verification and acquisition, providing instant clarity on usage permissions and seamless access to acquire necessary rights. With direct partnerships with major publishers, the solution enables researchers to confidently analyze scientific literature with enterprise AI platforms like Microsoft Copilot, ChatGPT, and Claude while maintaining full copyright compliance.

“Our customers have been clear: they need AI capabilities to accelerate their research, but they cannot risk non-compliance,” said Roy W. Olivier, CEO of Research Solutions. “This launch delivers on our commitment to eliminate friction in the research workflow while creating sustainable value for publishers. We’re solving a compliance problem while enabling a new era of AI-powered scientific research.”

Research teams confront several complex obstacles when attempting to integrate AI tools into their workflows. Most publishers explicitly prohibit the use of their content in AI applications, yet no streamlined mechanism exists for acquiring necessary permissions. Research Solutions’ AI Rights add-on solves this through several key innovations:

  • Comprehensive Rights Management: Users can manage all AI rights sources through a single interface—whether through open access licenses, Reproduction Rights Organization agreements (RROs), direct publisher relationships, or Article Galaxy marketplace acquisition
  • Instant Rights Verification: Users immediately see AI usage permissions for any article, removing guesswork and compliance uncertainty
  • One-Click Rights Acquisition: Missing permissions can be purchased directly through the Article Galaxy interface with transparent pricing from participating publishers
  • Retroactive Rights Purchase: Organizations can acquire AI rights for articles previously purchased, enabling immediate compliance for existing content libraries
  • Organization-Wide Licensing: AI Rights acquired apply across the entire organization, eliminating per-use restrictions and ongoing compliance concerns

“The combination of generative AI and scientific literature creates unprecedented opportunities for accelerating discovery, but only when researchers can access content legally and efficiently,” said Chris Bendall, VP of Product Strategy at Research Solutions. “We’ve built a solution that makes AI analysis of scientific content both legally compliant and operationally seamless—turning what was previously a compliance risk into a competitive advantage.”

About Research Solutions

Research Solutions (NASDAQ: RSSS) is a vertical SaaS and AI company that simplifies research workflow for academic institutions, life science companies, and research organizations worldwide. As one of the only publisher-independent marketplaces for scientific, technical, and medical (STM) content, the company uniquely combines AI-powered tools—including an intelligent research assistant and full-text search capabilities—with seamless access to both open access and paywalled research. The platform enables organizations to discover, access, manage, and analyze scientific literature more efficiently, accelerating the pace of scientific discovery.

SOURCE Research Solutions, Inc. | LinkedIn | Facebook | X 

For more information, visit https://www.researchsolutions.com.

Cision View original content to download multimedia:https://www.prnewswire.com/news-releases/research-solutions-unveils-ai-rights-add-on-to-ensure-copyright-safe-ai-use-of-scientific-literature-302554006.html

SOURCE Research Solutions, Inc.





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Albania appoints world’s first AI-made minister – POLITICO

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The pro-Brexit politician is set to visit Tirana to settle a debate with the country’s prime minister over how many Albanians are in U.K. prisons, but what else could be on his itinerary while he’s there?


Jul 11


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Sam Altman fears AI will kill the human internet

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Generative AI has evolved beyond a mere tool that can generate images based on text prompts, it’s delivering real-life impact in society across medicine, education, computing, entertainment, and more. However, its implications can be viewed as both positive and negative.

On one hand, it shows great promise in the healthcare sector, with new technology capable of detecting early signs of dementia and even cancer, making it easier to begin treatment before the condition spirals out of control. On the other hand, this sophisticated technology poses an existential threat, with a 99.9999% probability of ending humanity.





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