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Global Scans · Oracle · Weekly Summary

  • [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
  • [New] 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
  • [New] 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
  • Oracle is betting that its massive AI spending will eventually pay off. Gizmodo
  • In 2026 is expected to mark a significant turn in hotels moving from reacting to guests' requests to predicting their wants - using predictive intelligence to personalize stays before guests arrive, according to Oracle Hospitality's report. CNBC
  • The hyperscalers-Microsoft, Alphabet, Amazon, Meta, and Oracle - are expected to log combined capital expenditures of more than $500 billion in 2026, with AI infrastructure accounting for the majority of spending. Investopedia
  • For companies like Amazon and Oracle, the continued expansion of cloud capacity will be the metric to watch as they compete for a slice of the $520 billion AI capex pie projected for the coming year. FinancialContent
  • US data will be stored under a system operated by Oracle. Engadget
  • Oracle expects its FY 2026 capital expenditures will be $15 billion higher that previously predicted, as the cloudy database biz invests to accommodate AI workloads. The Register

Last updated: 19 January 2026


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