Microsoft is scaling back the number of neocloud providers it works with, including CoreWeave, Nebius, Chronoscale, IREN, Lambda and Nscale, according to people familiar with the matter. The company has not yet decided which partners to cut but is reportedly favoring its own data center buildout, and two sources said Microsoft chose not to renew a deal with Oracle. Microsoft said its infrastructure approach relies on a mix of owned, leased and third-party capacity that it reviews regularly against customer demand.
cnbc.com
· 2026-11-06
Oracle submitted SEC filings to sell $10 billion in common stock and $10 billion in senior notes, funds it says will go toward general corporate purposes including capital spending, debt repayment and future investments. The move follows last week's investor day, where Oracle projected at least $225 billion in fiscal 2030 revenue and said it would cap additional capital-market fundraising for 2027-2030 at $20 billion. Shares fell more than 6% on the filing news despite analysts noting the plan matched what Oracle had already disclosed.
cnbc.com
· 2026-11-02
Oracle forecast $225 billion in revenue for fiscal 2030, implying 35% average annual growth, and said it will cap additional fundraising through that period at $20 billion, split evenly between debt and equity. The company told the SEC that vendor financing, customer-supplied hardware and prepayments should cut upfront cash needs as it moves toward positive free cash flow. Shares had fallen roughly a third this year on worries about Oracle's debt load amid its AI infrastructure spending spree.
cnbc.com
· 2026-10-28
Alphabet announced that Oracle will offer Google's tensor processing units through its own data centers, marking the first time the custom AI chips are available outside Google's own infrastructure. The move extends a shift that began last quarter when Google opened TPUs to outside data centers, and comes a day before Alphabet's third-quarter earnings report.
cnbc.com
· 2026-10-28
Nvidia and Oracle announced general availability of Nvidia's Vera Rubin NVL72 racks and standalone Vera CPU instances on Oracle Cloud Infrastructure Superclusters at Oracle AI World. The move follows Google Cloud's similar Vera Rubin availability announcement last week. Separately, independent benchmarks on a Vera server (not run on OCI hardware) showed significantly higher memory bandwidth than a dual Xeon 6 system.
tomshardware.com
· 2026-10-28
Security firm Defused says it detected threat actors scanning for systems vulnerable to CVE-2026-101767, an unauthenticated SQL injection flaw in Oracle E-Business Suite's Thin Client Framework servlet that can lead to remote code execution. Oracle patched the issue in its October 20 Critical Patch Update, and Shadowserver currently tracks over 670 internet-exposed EBS instances, mostly in the US.
bleepingcomputer.com
· 2026-10-28
TikTok USDS Joint Venture, which runs TikTok in the US, has been exploring deals to secure several gigawatts of computing capacity over coming years, according to two people familiar with the matter cited by CNBC. One source said the target is around four gigawatts by the early 2030s. TikTok's spokesperson said the company runs primarily on Oracle Cloud Infrastructure and that Oracle will remain its primary cloud provider.
cnbc.com
· 2026-10-23
Marvell, Microsoft and Oracle are collaborating on an initiative to standardize an integrated hardware security module (HSM) built to meet NIST FIPS 140-3 Level 3 certification for use in cloud and hyperscale data center infrastructure. The effort aims to create a common security standard that could be adopted across hardware used by large-scale cloud providers.
darkreading.com
· 2026-10-21
AstraZeneca has entered a partnership with Oracle aimed at using artificial intelligence to improve clinical research processes. The deal adds to a growing list of AI collaborations within the pharmaceutical industry.
wsj.com
· 2026-10-20
According to the Financial Times, JPMorgan, Morgan Stanley, SMBC and MUFG are exploring significant risk-transfer deals to shift portions of AI data center debt off their balance sheets, after racing to underwrite such loans for projects tied to Oracle and Meta. One case cited by Bloomberg involves $38 billion in construction debt for an Oracle-leased data center project in Texas and Wisconsin, which a bank group including JPMorgan and MUFG has spent over six months trying to distribute, with some lenders now selling pieces at a discount to non-bank buyers.
startupfortune.com
· 2026-10-14
OpenAI's infrastructure lead Sachin Katti announced he is leaving the company after about a year, with his last day set for Nov. 15. He will remain as an advisor, while Uday Ruddarraju, currently OpenAI's CTO of compute, will take over leadership of the compute organization.
cnbc.com
· 2026-10-14
The FBI arrested Edward Dubrovsky, a Canadian cybersecurity executive and ransomware expert, in connection with a hack that exposed sensitive data of current and former FBI employees. He faces extortion and threat-related charges and has been moved to Texas's Eastern District for a detention hearing. FBI Director Kash Patel announced the arrest without naming the suspect, but sources confirmed Dubrovsky's identity to CNN.
it.slashdot.org
· 2026-10-11
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