Global Scans · Oracle · Weekly Summary

• [New] An Oracle report explains that AI-driven TMS can predict shipment ETAs at the planning stage and during transit, enabling dynamic rerouting in the event of delays. The Intellify -
• [New] Similarly, Oracle anticipates growth driven by the rising demand for advanced AI computing, with expectations of a 15% revenue increase in fiscal 2026 and 20% in 2027.These developments may indicate a broader industry trend towards integrating AI capabilities within cloud services. theCUBE Research
• [New] Opportunities: Oracle can package its Autonomous Database, Analytics Cloud, and Integration Cloud APIs into industry-vertical solutions (for example, retail analytics, healthcare data pipelines). Platform Executive
• Oracle will simulate AI solutions within its secure networks that run outside of even the Oracle network. The Straits Times
• The Stargate initiative, touted by Trump in January with key backers including technology giants OpenAI and Oracle and sector investor SoftBank, is aimed to invest $500 billion through 2029 to build data centers and infrastructure. Engineering News-Record
• A partnership between OpenAI and Oracle could lead to the construction of another large data center in Wyoming. Cowboy State Daily
• Stargate UAE, a 1-gigawatt compute cluster, will be built by G42 and operated by OpenAI and Oracle. SoftBank Group Corp.
• Starting in Texas, the $500bn joint venture between OpenAI, the American software company Oracle, Japan-based SoftBank and Emirati investment firm MGX will finance datacenters across the US. The Guardian
• SoftBank plans massive AI infrastructure project in the U.S., partnering with OpenAI, Oracle, and MGX. Benzinga
• OpenAI earlier in 2025 unveiled a joint venture with SoftBank Group Corp. and Oracle Corp. that plans to invest $100 billion and as much as $500 billion in AI infrastructure. Insurance Journal

Last updated: 08 September 2025