Global Scans · Oracle · Weekly Summary

• [New] The first deal involves supplying graphics processing units to OpenAI to power 6 gigawatts of computing capacity, while the second agreement with Oracle Cloud commits to deploying 50,000 of AMD's next-generation MI450 Instinct GPUs starting in Q3 2026. investing.com
• [New] Oracle has announced that it will deploy 50,000 of AMD's MI450 GPUs in its cloud infrastructure, starting in the second half of 2026. Yahoo Finance
• [New] Alphabet's share of the five AI hyperscalers' (the cloud-computing giants building the world's AI infrastructure-Amazon, Microsoft, Meta, Google, and Oracle) combined capex has helped push their total to $390 billion in 2025, with another 20% rise expected in 2026. American Enterprise Institute - AEI
• [New] Investments will surge even higher in 2026, with Oracle, Microsoft and Broadcom signaling continued growth in AI infrastructure. TheFencePost.com
• [New] IBM launches three Oracle-validated AI agents for Oracle Fusion and plans WatsonX Orchestrate HR and Supply Chain agents, advancing enterprise agentic AI. Vavoza
• [New] Strategic partnerships between major AI developers and chipmakers for custom silicon will continue to shape the landscape, alongside the ongoing expansion of AI infrastructure by hyperscalers like Microsoft, Oracle, Amazon, and Meta. FinancialContent
• [New] The Stargate campus in Abilene, Texas - home to an Oracle data center that will house a massive cluster of OpenAI's servers - is being powered by an on-site natural gas plant. Business Insider
• [New] Oracle Cloud Infrastructure on Tuesday announced it will deploy 50,000 Advanced Micro Devices graphics processors starting in the second half of 2026. CNBC
• [New] OpenAI, Oracle, and SoftBank will jointly build five new data centers under Stargate, OpenAI's infrastructure initiative, bringing OpenAI's planned spending on Stargate to $400 billion over the next three years. Posit
• Oracle, a U.S. database software company, and MGX, an investment company under the Abu Dhabi government, are expected to hold a 7% stake each.
• The 2025 cloud AI data center infrastructure spend is expected to reach a whopping $365 billion among the top six big tech spenders - Amazon, Microsoft, Google, Meta, Oracle, and Tesla. Interconnected
• By bolstering 5G data security across roaming networks, Oracle technologies will help NATO forces enhance data integrity and gain operational advantages in high stakes scenario planning and testing. UKAuthority
• With a growing cloud footprint and plans to expand across AWS and Oracle Cloud, Nanoprecise recognized the need for a comprehensive CNAPP solution that could scale securely and ensure compliance across workloads. NextBigFuture.com
• OpenAI and Oracle have announced plans to put $500 billion into a data center project dubbed Stargate, while Amazon plans to spend more than $30 billion on capital expenditures, or capex, in each of the next two quarters. Business Insider
• US software company Oracle plans to invest $2 billion in Germany over the next five years to meet the growing demand for AI applications and cloud infrastructure. Yahoo News
• In Abilene, Texas, OpenAI, Oracle, and SoftBank are rapidly building out an 800-acre data center complex that will serve as the flagship site for the Trump-approved Stargate infrastructure project. Fortune
• The new sites, the Oracle-OpenAI site expansion in Abilene, Texas, and the ongoing projects with CoreWeave will bring Stargate's total data center capacity to nearly 7 gigawatts and more than $400 billion in investment over the next three years. Yahoo Finance
• Nvidia committed $100 billion to OpenAI, while Oracle and SoftBank will help build five more Stargate data centers. TechShots

Last updated: 27 October 2025