Global Scans · Oracle · Weekly Summary

• [New] 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
• [New] Meta, Microsoft, Amazon, Google and Oracle alone are expected to spend a combined $700 billion in 2026, up from $400 billion last year. Fortune
• [New] 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
• [New] 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
• [New] 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
• [New] 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
• [New] 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 $300 billion, five-year contract with OpenAI. The Register
• Global data center investment is expected to reach US$ 3 trillion over the next five years, with spending by six US hyperscalers - Microsoft, Amazon, Alphabet, Oracle, Meta, and CoreWeave - hitting US$ 400 billion in 2025. Insurance Business
• A group of American investors, led by Oracle, will take over TikTok. Encyclopedia Britannica
• Oracle will oversee data security and cloud infrastructure for users in the US. Digital Watch Observatory
• The combined capital expenditures of the top five North American CSPs-Google, AWS, Meta, Microsoft, and Oracle - are expected to increase by 40% YoY in 2026. TrendForce
• Oracle is back in focus as a debt-funded AI push, anchored by a long-term cloud deal with OpenAI, raising questions about risk and disclosure. Bez Kabli
• A consortium of investors including Trump-friendly Oracle, Silver Lake and MGX will hold 15% each, a further 30.1% will be held by affiliates of existing ByteDance investors and 19.9% retained by China-based ByteDance. The Music
• Oracle will oversee the retraining of TikTok's powerful content recommendation algorithm on existing American user data. BBC News
• MGX, Oracle, and Silver Lake will hold about 45% of US operations, while ByteDance retains just under 20%. Forrester
• All U.S. user data will be hosted and secured by Oracle in its U.S. cloud environment, a critical component of the deal designed to sever ties with Chinese data centers. AdvertiseMint
• Oracle, Silver Lake, and MGX, a UAE state-owned investment firm focused on AI, will each hold 15% stakes. Crypto Briefing

Last updated: 16 February 2026