Global Scans · Oracle · Weekly Summary

• [New] Recent public debt issuance from Meta Platforms and Oracle underperformed as investors reassessed the risk and return profile of funding the AI buildout, especially from more leveraged issuers. HBKS Wealth Advisors
• Oracle's decision to maintain its $50 billion full-year capital expenditure outlook could address concerns about overspending that have plagued Oracle and other cloud infrastructure providers. AI to ROI - By Ray Rike and Peter Buchanan
• Amazon, Google, Meta, Microsoft, xAI, Oracle and OpenAI will sign agreement to build their own electricity supply for AI data centers. AI-Weekly
• Technology giant Oracle plans to raise $50 billion in 2026 through a mix of debt and equity sales to fund a massive AI infrastructure buildout aimed at meeting booming cloud demand. DataCenterKnowledge
• Oracle will use AMD's Instinct MI450 chips, which were announced earlier in 2025. CNBC
• Oracle was expected to be a major beneficiary of AI growth, but its stock is down 45% since hitting a peak in September as its exposure to OpenAI becomes a major concern. InvestmentNews
• Providers reduce integration risk by aligning to vendor ecosystems from Oracle Health, Epic, and cloud marketplaces from AWS Marketplace. BUSINESS 2.0 NEWS
• In the short term, the performance of Oracle and other enterprise software leaders will be critical; if AI spending shows any signs of decelerating, the valuation support that helped NVIDIA and Microsoft today could erode. FinancialContent
• In the U.S., TikTok's assets have been spun off into a new legal entity that is majority-owned by American tech firms, including Oracle, which will oversee American users' data and privacy. Global News
• According to Oracle Hospitality, 2026 will mark a turning point for hotels worldwide. Vietnam Tourism
• Cloud computing and AI giants, like Amazon, Microsoft, Alphabet, and Oracle, will be among the first customers to receive them. Nasdaq
• The Stargate initiative, a joint venture between OpenAI, SoftBank, and Oracle, targets a staggering $500 billion in infrastructure investment by 2029. Ainvest
• Hyperscalers such as Amazon, Alphabet, Meta Platforms, Microsoft, and Oracle have said they collectively plan to invest $600 billion in capital expenditures (capex) in 2026. AOL
• The recent Oracle debt and equity issuance and Nvidia's recent investment in CoreWeave signal that unchecked spending without alignment with revenues (and profits) will no longer be tolerated. DataBank | Data Center Evolved
• Oracle said Sunday it plans to raise between US$ 45 billion and US$ 50 billion in 2026 through a mix of debt and equity to fund the rapid expansion of its cloud computing business. Sophic Capital
• As discussed in a recent blog (Hyperscaler Capex Continues to Grow), capital expenditures have only accelerated since the DeepSeek news, with Google-parent Alphabet, Microsoft, Amazon, Meta, and Oracle expected to spend $600 billion on AI-related development in 2026. Cimarron Wealth Management, Inc
• Omdia forecasts the top ten cloud service providers (Google, Amazon, Microsoft, Meta, Oracle, CoreWeave, ByteDance, xAI, Alibaba, and Tencent) to account for more than 70% of the server capex in 2026 and AI-optimized servers for 80% of the total server spend. The Register
• Meta and the other hyperscalers-Alphabet, Microsoft, Amazon, and Oracle - are expected to spend more than $600 billion on infrastructure in 2026, with much of it going toward equipment to fill AI-enabling data centers. Investopedia

Last updated: 30 March 2026