Global Scans · Oracle · Weekly Summary

• [New] Oracle's decision to maintain its $50 billion full-year capital expenditure outlook could address concerns about overspending that have plagued Oracle and other cloud infrastructure providers. AI to ROI - By Ray Rike and Peter Buchanan
• [New] Amazon, Google, Meta, Microsoft, xAI, Oracle and OpenAI will sign agreement to build their own electricity supply for AI data centers. AI-Weekly
• [New] Technology giant Oracle plans to raise $50 billion in 2026 through a mix of debt and equity sales to fund a massive AI infrastructure buildout aimed at meeting booming cloud demand. DataCenterKnowledge
• [New] Oracle will use AMD's Instinct MI450 chips, which were announced earlier in 2025. CNBC
• [New] Oracle was expected to be a major beneficiary of AI growth, but its stock is down 45% since hitting a peak in September as its exposure to OpenAI becomes a major concern. InvestmentNews
• Providers reduce integration risk by aligning to vendor ecosystems from Oracle Health, Epic, and cloud marketplaces from AWS Marketplace. BUSINESS 2.0 NEWS
• In the short term, the performance of Oracle and other enterprise software leaders will be critical; if AI spending shows any signs of decelerating, the valuation support that helped NVIDIA and Microsoft today could erode. FinancialContent
• In the U.S., TikTok's assets have been spun off into a new legal entity that is majority-owned by American tech firms, including Oracle, which will oversee American users' data and privacy. Global News
• According to Oracle Hospitality, 2026 will mark a turning point for hotels worldwide. Vietnam Tourism
• Cloud computing and AI giants, like Amazon, Microsoft, Alphabet, and Oracle, will be among the first customers to receive them. Nasdaq
• The Stargate initiative, a joint venture between OpenAI, SoftBank, and Oracle, targets a staggering $500 billion in infrastructure investment by 2029. Ainvest
• Hyperscalers such as Amazon, Alphabet, Meta Platforms, Microsoft, and Oracle have said they collectively plan to invest $600 billion in capital expenditures (capex) in 2026. AOL
• The recent Oracle debt and equity issuance and Nvidia's recent investment in CoreWeave signal that unchecked spending without alignment with revenues (and profits) will no longer be tolerated. DataBank | Data Center Evolved
• Oracle said Sunday it plans to raise between US$ 45 billion and US$ 50 billion in 2026 through a mix of debt and equity to fund the rapid expansion of its cloud computing business. Sophic Capital
• As discussed in a recent blog (Hyperscaler Capex Continues to Grow), capital expenditures have only accelerated since the DeepSeek news, with Google-parent Alphabet, Microsoft, Amazon, Meta, and Oracle expected to spend $600 billion on AI-related development in 2026. Cimarron Wealth Management, Inc
• Omdia forecasts the top ten cloud service providers (Google, Amazon, Microsoft, Meta, Oracle, CoreWeave, ByteDance, xAI, Alibaba, and Tencent) to account for more than 70% of the server capex in 2026 and AI-optimized servers for 80% of the total server spend. The Register
• Meta and the other hyperscalers-Alphabet, Microsoft, Amazon, and Oracle - are expected to spend more than $600 billion on infrastructure in 2026, with much of it going toward equipment to fill AI-enabling data centers. Investopedia
• Amazon, Alphabet, Microsoft, Meta, and Oracle will spend $700 billion on data centers in 2026. Nasdaq
• Including Oracle and CoreWeave, total hyperscaler capex will likely exceed $660 billion in 2026. Stansberry Research

Last updated: 23 March 2026