oracle

At its Oct 28, 2026 investor day, Oracle revealed plans to scale compute capacity 10x to ~10GW by FY28, with AI backlog surging 4.6x to $638B in remaining performance obligations.

Oracle at its Investor Day projected at least $30B in free cash flow for fiscal 2029, after burning $23.7B in fiscal 2026 to build AI data centers for OpenAI and others, with capex peaking in fiscal 2027-2028 before stepping down.

随着 OpenAI 计划采购谷歌 TPU 芯片、Oracle 也在其云服务中提供 TPU，讨论这些定制 AI 芯片是否会有一天普及到普通开发者本地使用。

Google's TPUs will run on a hyperscale cloud outside Google for the first time, with Oracle deploying capacity from 2027. Google touts 8th-gen TPU performance gains and its open-source TorchTPU stack for PyTorch compatibility, expanding TPU sales into direct hyperscale competition.

OpenAI and Oracle expand their partnership to integrate Oracle applications and data into ChatGPT, while Oracle launches new products like AI Workspace, AI Security Mesh, and App Composer powered by OpenAI models. OpenAI's API, Codex, and ChatGPT Work will also be purchasable via Oracle Marketplace.

JPMorgan、摩根士丹利、SMBC及MUFG等银行正寻求将此前承销的AI数据中心贷款风险转售给外部投资者，显示出贷款机构对AI基建债务的敞口已达内部限额，Oracle信用违约互换升至2009年以来高位。

Oracle AI Agent Memory 26.8 introduces graph-aware retrieval, letting agents store memories as linked records with typed relationships (supersedes, supports, contradicts) and expand search results beyond flat semantic similarity. The release also adds image-aware memory, schema upgrades, and enterprise controls.

Oracle case study shows over 100,000 employees using ChatGPT Work and Codex to compress days of specialist work into minutes across recruiting, business analytics, and site reliability engineering.

Oracle, Broadcom, and SpaceX are pursuing massive debt deals worth tens of billions of dollars to finance purchases of AI chips, with Broadcom arranging over $50 billion for OpenAI's custom chips and SpaceX seeking $40 billion for Nvidia hardware.

After winning the $81 billion bidding war for Warner Bros. Discovery, Paramount CEO David Ellison—son of Oracle co-founder Larry Ellison—now faces the real test of successfully integrating this massive deal.

Oracle's Wisconsin AI datacenter, Project Lighthouse, faces potential delays beyond its 2027 target as the transmission grid connection awaits regulatory approval from the Public Service Commission of Wisconsin, with researchers warning of slippage similar to issues around its New Mexico Project Jupiter.

AI has been the top stated reason for U.S. corporate layoffs for five straight months, yet The Economist estimates AI has created roughly 1 million U.S. jobs versus only about 200,000 layoffs attributed to it—suggesting a rapid shift in job types rather than a collapse in overall employment. Using companies like Oracle as examples, the article analyzes the mechanism by which AI capital expenditure is driving layoffs, and offers practical advice for individuals.

Akshay Pachare explains how AI agent memory works across short-term (semantic, episodic, procedural) and long-term scopes, and introduces Oracle AI Agent Memory, a model- and framework-agnostic Python package built on Oracle AI Database that provides governed threads, summaries, durable memories, and scoped retrieval with significantly lower token usage than flat history.

FT报道腾讯与Oracle签署5年期AI芯片租约，约10万颗先进AI芯片、价值约70亿美元，部署在东南亚的Oracle数据中心且无法进入中国，凸显美国出口管制只约束物理芯片流向而非算力租赁。

Oracle is contractually obligated to pay data center investors even if the site lacks electricity, highlighting financial risks in tech infrastructure investments.

Oracle has issued a force majeure notice for its New Mexico Stargate data center, citing potential delays due to energy supply issues, though the company maintains the project is on schedule.

This post discusses the limitations of traditional databases for modern applications and promotes converged databases as a unified solution to handle diverse data types like relational, JSON, and vector data in a single system.

Oracle's CFO Hilary Maxson tells employees not to 'do more with less' in an all-hands meeting after layoffs, highlighting the company's commitment to AI investments and strategic growth.

An employee reports that their ex-colleague's team at Oracle has been reduced from 20 to 4 members.

Oracle has initiated a new wave of layoffs with employees receiving early morning termination emails as part of a broader restructuring plan costing $2.8 billion, following previous cuts that reduced its workforce by 13%.