Global Scans · Oracle · Weekly Summary

• [New] Oracle Lighting is planning to launch lensless LED headlights in 2026. Carscoops
• [New] Nvidia announced a collaboration with the U.S. Department of Energy and Oracle to develop two AI systems at the Argonne National Lab, one of which will include 100,000 Blackwell chips and the other of which will feature 10,000. Sophic Capital
• [New] Oracle said it plans to deploy 50,000 of AMD's next-generation MI450 chips, starting before the end of 2026. Yahoo Finance
• [New] The Taiwanese company will continue to operate the plant, which will produce the equipment needed for Stargate, the $500 billion AI data center venture backed by SoftBank, AI poster child OpenAI, cloud giant Oracle and Abu Dhabi's state-backed fund MGX. Forbes
• [New] Even smaller cloud providers like Oracle and IBM could see an uptick in business as enterprises seek to diversify their cloud strategies and reduce reliance on a single provider, especially in the wake of an outage. FinancialContent
• [New] Companies like Oracle, with its Fusion Cloud applications, and SAP, with its S/4HANA suite, will need to rapidly accelerate their own AI integration strategies to avoid being outmaneuvered. The Chronicle-Journal
• [New] AMD plans to deploy 50,000 of its MI450 chips inside data centers run by Oracle. Radical Data Science
• [New] Recent trending vulnerabilities span major vendors-Microsoft, Adobe, Oracle, Samsung, and others-impacting critical enterprise platforms, mobile devices, and collaboration tools. Byer Co - Web Design, SEO, Digital Marketing
• [New] The emergence of agent marketplaces from Oracle reduces implementation risk by providing validated, ready-to-deploy solutions rather than requiring custom development. Your Site Name
• [New] Argentina could be home to Latin America's first Stargate, which is a joint initiative from OpenAI, Oracle and SoftBank that will build a network of big data centers that would power OpenAI's artificial intelligence technology. oregonlive
• NVIDIA, Oracle & DOE (Energy) will build the largest AI supercomputer at @argonne. NextBigFuture.com
• Rival OpenAI has struck deals to increase its computing capacity, including an agreement to pay Oracle for computing capacity worth US$ 300 billion over five years starting in 2027. Sophic Capital
• Oracle, one of its largest customers, is going to be wonderfully profitable from renting out Nvidia artificial intelligence chips to cloud customers. Sophic Capital
• In many ways Oracle had a second mover advantage, starting OCI much closer to the AI buildout, and they could build cloud services more focused on serving AI workloads. Clouded Judgement
• The first deal involves supplying graphics processing units to OpenAI to power 6 gigawatts of computing capacity, while the second agreement with Oracle Cloud commits to deploying 50,000 of AMD's next-generation MI450 Instinct GPUs starting in Q3 2026. investing.com
• Oracle has announced that it will deploy 50,000 of AMD's MI450 GPUs in its cloud infrastructure, starting in the second half of 2026. Yahoo Finance
• Alphabet's share of the five AI hyperscalers' (the cloud-computing giants building the world's AI infrastructure-Amazon, Microsoft, Meta, Google, and Oracle) combined capex has helped push their total to $390 billion in 2025, with another 20% rise expected in 2026. American Enterprise Institute - AEI

Last updated: 10 November 2025