Global Scans · Oracle · Weekly Summary

• [New] The Stargate Project, a joint venture between OpenAI, SoftBank, and Oracle, announced plans to invest between $100 billion and $500 billion to build advanced AI data centers across the US by 2029. digitalstrategy-ai.com
• [New] Companies including G42, Core42, Amazon, Apple, Google, Meta, Microsoft, OpenAI, Oracle and xAI will gain easier access, reflecting the UAE's growing role as a regional AI hub and strategic US technology partner. More News From NowHere
• [New] Ongoing: Oracle Java per-employee licensing enforcement continues to ramp up through 2026, with Gartner predicting 20% of Java-using organizations will face audits. LICENSEWARE
• [New] Companies like Oracle, Microsoft, and Workday do not plan on replacing revenue with AI, they want growth. Josh Bersin
• [New] Orca Security delivers agentless cloud-native vulnerability management across AWS, Azure, Google Cloud, and Oracle Cloud. Orca Security
• [New] Attackers are moving with unprecedented speed, often weaponizing vulnerabilities like Oracle EBS and React 2 Shell within hours of public disclosure. Alan V Gutnov
• The five largest hyperscalers, Amazon, Alphabet, Microsoft, Meta, and Oracle, are projected to spend a combined $660 billion to $690 billion on capital expenditure in 2026, nearly tripling from approximately $256 billion in 2024. Supply Chain Management Review
• While Oracle has decades of enterprise relationships providing switching cost protection, technology disruption remains the ultimate long-term threat to any incumbent. Deep Research Global
• The five largest hyperscalers, Amazon, Microsoft, Alphabet, Meta, and Oracle, will collectively spend between $90 billion and $100 billion in 2026, nearly doubling their 2025 investment. American Enterprise Institute - AEI
• In after-hours trade, Oracle fell ~7% after reporting higher-than-expected capex of $16.5bn for the quarter, overshadowing a modest beat on cloud infrastructure revenue. Saxo Markets
• 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
• 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

Last updated: 20 July 2026