Global Scans · Oracle · Weekly Summary

• [New] NATO's NCIA will migrate mission-critical workloads to Oracle Cloud Infrastructure, enhancing security, AI, and modernization. Vavoza
• [New] Shares of Oracle Corp. soared 35% in a single trading session this week after the cloud-computing giant revealed it was expecting blockbuster future revenue growth fuelled by massive investment in artificial intelligence. Yahoo Finance
• [New] SoftBank is one of the largest backers of Stargate, a joint venture to build AI infrastructure for OpenAI in the U.S. Oracle and Abu Dhabi-based MGX are also equity partners in the project that could run to half a trillion dollars. Morningstar, Inc.
• [New] This week, Oracle stands out as a promising buy as its fiscal first-quarter earnings are expected to showcase robust growth in cloud services, AI integrations, and enterprise software. investing.com
• [New] Oracle just announced plans to buy more than $40 billion worth of Nvidia chips for use in a new data center that will reportedly be a part of the Stargate Project, a joint effort by AI firms to expand computing infrastructure. Gizmodo
• [New] If TikTok is not sold by then, U.S. companies like Apple, Google, and cloud services such as Amazon Web Services and Oracle will be legally required to stop working with TikTok. Economic Times
• [New] A group of non-Chinese tech companies - including Oracle - is expected to take control of TikTok's US operations. 106.7 WTLC
• [New] Oracle is expecting its total cloud revenue growth rate to increase by 16 percentage points in fiscal 2026 to 40%. Nasdaq
• [New] Apple's investment will be matched by Oracle, ChatGPT creator OpenAI, and Japanese conglomerate SoftBank - a nod to the $500 billion Stargate AI venture announced earlier in 2025. Yahoo Finance
• [New] Shortly after taking office, President Trump helped announce a $500 billion joint venture between OpenAI, Oracle, and SoftBank that will invest in AI infrastructure. MedCity News
• An Oracle report explains that AI-driven TMS can predict shipment ETAs at the planning stage and during transit, enabling dynamic rerouting in the event of delays. The Intellify -
• Similarly, Oracle anticipates growth driven by the rising demand for advanced AI computing, with expectations of a 15% revenue increase in fiscal 2026 and 20% in 2027.These developments may indicate a broader industry trend towards integrating AI capabilities within cloud services. theCUBE Research
• Opportunities: Oracle can package its Autonomous Database, Analytics Cloud, and Integration Cloud APIs into industry-vertical solutions (for example, retail analytics, healthcare data pipelines). Platform Executive
• Oracle will simulate AI solutions within its secure networks that run outside of even the Oracle network. The Straits Times

Last updated: 15 September 2025