Global Scans · Oracle · Weekly Summary

• [New] The top five hyperscaler data centers, Amazon, Microsoft, Google, Meta, and Oracle are projected to spend $600 billion on infrastructure in 2026, $450 billion which targets AI infrastructure. LinkedIn
• [New] OpenAI has secured 3.2 GW from a Georgia-based utility for the 2028-2032 period, as well as an additional 6 GW from Oracle. IntoTheMinds
• [New] In 2026 Amazon, Alphabet, Microsoft, Meta and Oracle will spend more than $600 billion on AI infrastructure - roughly equivalent to what the entire global oil and gas industry spends annually to find, produce and deliver. Trellis
• Current Botswana IT Tenders include Oracle license support, cybersecurity solutions, internet service provision, and the development of national governance and risk systems (GRC). Tender Impulse
• Amazon, Google, Microsoft, Meta and Oracle are projected to spend $750 billion in 2026 on data centers, chips and other A.I. infrastructure, up from roughly $400 billion last year. / USA The New York Times
• Multiple critical vulnerabilities are being actively exploited, especially in Microsoft SharePoint and Oracle E-Business Suite. TECHMANIACS.com
• SAP, like Workday and Oracle, is going to re-engineer its decades of R&D and turn their ERP or HCM system into an AI application. Josh Bersin
• Google's Gemini models will be available in Oracle AI Agent Studio, where customers and partners can build Fusion-native agents and agentic applications. theregister
• The OpenAI-led Stargate Project, in which SoftBank is a key partner alongside Oracle and MGX, anticipates $500 billion of data center investment over four years. Tech Insider
• Multinational FMCG firms utilise platforms like Oracle HCM Analytics to forecast attrition across their manufacturing and supply chain divisions. taggd
• The cuts fund Oracle's role in Stargate, the $500 billion AI infrastructure initiative with OpenAI and SoftBank, anchored by a $300 billion five-year cloud contract with OpenAI that is expected to generate roughly $30 billion a year from 4.5 gigawatts of Oracle-built data center capacity. Build Fast with AI
• S&P Global Ratings cited OpenAI as a key credit risk in the course of downgrading US tech giant Oracle to BBB -, which is one notch above junk status. The Guardian
• The critical management commitment from the Q3 call was that Oracle does not intend to issue additional bonds in calendar year 2026 - citing pre-funded AI contracts and customer-supplied equipment as the reason that out-of-pocket capital risk is limited. investing.com
• 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
• 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
• 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
• Companies like Oracle, Microsoft, and Workday do not plan on replacing revenue with AI, they want growth. Josh Bersin

Last updated: 24 August 2026