Global Scans · Oracle · Weekly Summary

• [New] Oracle will oversee the retraining of TikTok's powerful content recommendation algorithm on existing American user data. BBC News
• [New] MGX, Oracle, and Silver Lake will hold about 45% of US operations, while ByteDance retains just under 20%. Forrester
• [New] 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
• [New] Oracle, Silver Lake, and MGX, a UAE state-owned investment firm focused on AI, will each hold 15% stakes. Crypto Briefing
• [New] 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
• [New] Cl0p's exploitation of Oracle E-Business Suite vulnerabilities continues to impact major organizations around the world. Mondaq
• [New] 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
• [New] Oracle does not need OpenAI to succeed, as its AI-focused data centers will be highly sought after if capacity becomes constrained. Nasdaq
• [New] 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
• The largest operators - AWS, Microsoft, Google, Meta, Oracle, and Alibaba - are expanding aggressively to meet surging demand for AI and cloud services, with capital expenditures projected to exceed $600 billion in 2026. DataCenterKnowledge
• Under the reported deal, the Chinese company that owns the short-video social media app, ByteDance, will transfer control of TikTok's algorithm and other U.S. operations to a new consortium of investors led by the U.S. technology company Oracle. Defend and Protect Democracy
• U.S. companies like Oracle, Silver Lake private equity firm and others, will be the main investors in a domestically-owned version of the app that runs on a licensed copy of TikTok's core algorithm - or, TikTok U.S. Digiday
• Tech giants OpenAI, Oracle and Related Digital will soon break ground on Michigan's first hyperscale data center in Saline Township, a milestone hailed by some as a win for Michigan, and maligned by others as an example of corporations railroading communities. BridgeDetroit
• Blockchain Oracle will become indispensable when blockchain applications become mainstream. PubMed Central (PMC)
• Oracle is moving into 2026 with an extra focus on updating data assets to enable context-aware AI, a core feature of agentic solutions. Nextgov/FCW

Last updated: 26 January 2026