Global Scans · Oracle · Weekly Summary

• [New] NVIDIA, Oracle & DOE (Energy) will build the largest AI supercomputer at @argonne. NextBigFuture.com
• [New] 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
• [New] Oracle, one of its largest customers, is going to be wonderfully profitable from renting out Nvidia artificial intelligence chips to cloud customers. Sophic Capital
• [New] 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
• Investments will surge even higher in 2026, with Oracle, Microsoft and Broadcom signaling continued growth in AI infrastructure. TheFencePost.com
• IBM launches three Oracle-validated AI agents for Oracle Fusion and plans WatsonX Orchestrate HR and Supply Chain agents, advancing enterprise agentic AI. Vavoza
• Strategic partnerships between major AI developers and chipmakers for custom silicon will continue to shape the landscape, alongside the ongoing expansion of AI infrastructure by hyperscalers like Microsoft, Oracle, Amazon, and Meta. FinancialContent
• The Stargate campus in Abilene, Texas - home to an Oracle data center that will house a massive cluster of OpenAI's servers - is being powered by an on-site natural gas plant. Business Insider
• Oracle Cloud Infrastructure on Tuesday announced it will deploy 50,000 Advanced Micro Devices graphics processors starting in the second half of 2026. CNBC
• OpenAI, Oracle, and SoftBank will jointly build five new data centers under Stargate, OpenAI's infrastructure initiative, bringing OpenAI's planned spending on Stargate to $400 billion over the next three years. Posit
• Oracle, a U.S. database software company, and MGX, an investment company under the Abu Dhabi government, are expected to hold a 7% stake each.
• The 2025 cloud AI data center infrastructure spend is expected to reach a whopping $365 billion among the top six big tech spenders - Amazon, Microsoft, Google, Meta, Oracle, and Tesla. Interconnected

Last updated: 03 November 2025