Global Scans · Oracle · Weekly Summary

• [New] 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
• [New] 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
• [New] 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
• [New] Amazon, Alphabet, Microsoft, Meta, and Oracle will spend $700 billion on data centers in 2026. Nasdaq
• [New] Including Oracle and CoreWeave, total hyperscaler capex will likely exceed $660 billion in 2026. Stansberry Research
• [New] We are not sure that $88 million from the Pentagon will help much when Oracle plans to raise $45 billion to $50 billion in 2026 to expand its cloud infrastructure, but every little bit of revenue is good for the bottom line. The Register
• [New] The five hyperscalers of the industry, Microsoft, Meta, Alphabet, Amazon and Oracle are projected to spend more than US$ 650 billion in 2026. Fixed Income News Australia
• [New] Vendors such as Oracle, Salesforce, and ServiceNow will shift to become AI-first companies. Forrester
• [New] Amazon Web Services (AWS), Microsoft Azure, Google, Meta, and Oracle are expected to spend roughly $602 billion in 2026. ServerLIFT
• [New] As electronic healthcare giants like Epic and Oracle release AI products, startups will look to tailor their offerings to woo providers. Healthcare Dive
• More recently, Oracle has become embroiled in the AI infrastructure game, worrying investors at the end of last year that its capital expenditure will be $15 billion higher than previously predicted, in order to have all the cloud capacity that its customers say they will need for AI workloads. The Register
• Meta, Microsoft, Amazon, Google and Oracle alone are expected to spend a combined $700 billion in 2026, up from $400 billion last year. Fortune
• OpenAI, Oracle and SoftBank announced plans in September for five new sites across Texas, New Mexico and Ohio that will eventually have a capacity of 7 gigawatts of power, or as much as some cities. Yahoo Finance
• A US-based company expanding into Hong Kong might use formae to seamlessly integrate Azure for domestic operations and Oracle Cloud for international compliance, all while maintaining a unified codebase. Coaio Limited
• Oracle will continuously monitor algorithm operations, and the new investor-controlled board will have ultimate decision-making authority for reviewing and approving all content moderation and related policies within the United States. - Affiverse
• Under the current structure, ByteDance will hold just under 20% of the U.S. venture, while new investors-Silver Lake, Oracle, and UAE-based MGX Fund Management-will each control 15%. Fortune
• The Space Force's Oracle program, run by AFRL, plans to launch several space situational awareness satellites in the coming years. Defense Tech and Acquisition
• 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

Last updated: 23 February 2026