Global Scans · Oracle · Weekly Summary

• [New] Finding equity and debt investors are increasingly questioning how Oracle will finance its datacenter building program to support its $300 billion, five-year contract with OpenAI. The Register
• [New] Global data center investment is expected to reach US$ 3 trillion over the next five years, with spending by six US hyperscalers - Microsoft, Amazon, Alphabet, Oracle, Meta, and CoreWeave - hitting US$ 400 billion in 2025. Insurance Business
• [New] A group of American investors, led by Oracle, will take over TikTok. Encyclopedia Britannica
• [New] Oracle will oversee data security and cloud infrastructure for users in the US. Digital Watch Observatory
• [New] The combined capital expenditures of the top five North American CSPs-Google, AWS, Meta, Microsoft, and Oracle - are expected to increase by 40% YoY in 2026. TrendForce
• [New] Oracle is back in focus as a debt-funded AI push, anchored by a long-term cloud deal with OpenAI, raising questions about risk and disclosure. Bez Kabli
• [New] A consortium of investors including Trump-friendly Oracle, Silver Lake and MGX will hold 15% each, a further 30.1% will be held by affiliates of existing ByteDance investors and 19.9% retained by China-based ByteDance. The Music
• Oracle will oversee the retraining of TikTok's powerful content recommendation algorithm on existing American user data. BBC News
• MGX, Oracle, and Silver Lake will hold about 45% of US operations, while ByteDance retains just under 20%. Forrester
• All U.S. user data will be hosted and secured by Oracle in its U.S. cloud environment, a critical component of the deal designed to sever ties with Chinese data centers. AdvertiseMint
• Oracle, Silver Lake, and MGX, a UAE state-owned investment firm focused on AI, will each hold 15% stakes. Crypto Briefing
• Oracle plans an initial AI deployment of 50,000 GPUs starting in 2026, and another industry giant is targeting 50 million GPUs over the next five years. Cables Plus USA
• Cl0p's exploitation of Oracle E-Business Suite vulnerabilities continues to impact major organizations around the world. Mondaq
• The five major hyperscalers (Amazon, Google, Meta, Microsoft, and Oracle) have collectively guided their plan to add $2 trillion of AI-related assets onto their respective balance sheets by 2030. Integrity Asset Management
• Oracle does not need OpenAI to succeed, as its AI-focused data centers will be highly sought after if capacity becomes constrained. Nasdaq
• The price of Oracle CDS for five years tripled in the months leading up to November, an indication of a perceived increase in risk. The Register

Last updated: 02 February 2026