Global Scans · Oracle · Weekly Summary

• [New] TikTok's new US operations will be run by Oracle, Silver Lake, and MGX, with ByteDance retaining just under 20% of the new organization. Ignite Visibility
• [New] Industry leaders such as NVIDIA, Microsoft, Alphabet, IBM, Amazon, Meta, AMD, OpenAI, Anthropic, and Oracle are expected to play a critical role in defining the next generation of intelligent enterprise ecosystems. Spherical Insights
• [New] In the short term, companies that have not yet integrated AI agents into their core workflows will likely continue to struggle or become acquisition targets for the cash-rich leaders like Oracle. FinancialContent
• Morgan Stanley now expects Amazon.com Inc., Alphabet Inc., Meta Platforms Inc., Microsoft Corp. and Oracle Corp. to collectively spend $805 billion in capital expenditures in 2026, up from its prior $765 billion estimate. Yahoo Finance
• Any platform launching in 2026 without machine learning oracle support will struggle to compete on forecast accuracy and user retention within twelve months of going live. Blocsys
• The five largest hyperscalers (Amazon, Alphabet, Microsoft, Meta, and Oracle) are collectively forecasted to exceed $600 billion in capital expenditure by the end of 2026, with roughly $450 billion allocated directly to AI infrastructure (servers, GPUs, data centers, and cooling systems). Svitla Systems
• Oracle says its New Mexico Project Jupiter campus will not use the local public drinking-water system for cooling, will rely on non-potable industrial well water under contract, and will use direct-to-chip, closed-loop, non-evaporative cooling. Tank Transport
• The five largest hyperscalers (Amazon, Microsoft, Google, Meta, and Oracle) are projected to spend a combined $755 billion on capital expenditures in 2026 (Goldman Sachs consensus), an 83% year-over-year increase. NAND Research - A New Kind of Technology Research & Adv
• Hyperscale technology companies controlling the physical infrastructure of artificial intelligence define the upper arm of the K. Amazon, Microsoft, Google, Meta, and Oracle are projected to spend more than US$ 600 billion on infrastructure in 2026. Tech Edition
• Meta, which reported last week, projected $115 billion to $135 billion in capex spending for 2026, while Oracle (once the poster child for AI infrastructure) projects a measly $50 billion. TechCrunch
• Microsoft, Oracle, Google, Amazon, and Meta alone are spending hundreds of billions on AI infrastructure that will approach $1.1 trillion by 2027. / USA investing.com

Last updated: 22 June 2026