Global Scans · Oracle · Weekly Summary

• [New] Meta is looking to build between one and four large power units from nuclear energy in the early 2030s, while Oracle plans a very large data center powered by three small reactors. Ghana News Agency
• [New] Microsoft, Amazon, Google Meta and Oracle are expected to spend around $1trn on AI by 2026. SKY
• [New] Oracle recently tried to reassure investors that as revenue surges in the years ahead, its business of renting out servers packed with Nvidia chips will become far more profitable than it currently is. Sophic Capital
• [New] In mid-2025, threat actors exploited an unpatched zero-day in Oracle E-Business Suite to steal data and move laterally across enterprise networks. Indusface
• [New] A large one, like the $165bn datacenter that OpenAI and Oracle are building in Abilene, Texas, will use as much electricity as 750,000 homes. The Guardian
• [New] Oracle, Silver Lake and Abu Dhabi-based MGX will collectively own 45% of the U.S. entity. Just Security
• Data centers under construction under the Stargate program, in partnership with OpenAI and Oracle, will begin coming online in 2026, with the largest centers expected to become operative in 2028. Los Angeles Times
• Oracle anticipates 15-20% cloud revenue growth in FY 2026-2027 attributable to AI infrastructure demand, tied to its partnership in the Stargate initiative. pulumi
• Oracle has projected cloud revenue of US$ 166 billion in its fiscal 2030. Sophic Capital
• A consortium led by Oracle, Silver Lake, and Andreessen Horowitz could control up to 80% of a new U.S.-based TikTok entity. WebProNews
• TikTok has finalized a deal with Oracle and two other investors that will allow the popular social video platform to continue its business in the U.S. Los Angeles Times
• Initiatives such as The Stargate Project - a joint venture between OpenAI, SoftBank, Oracle and investment firm MGX which plans to invest $500 billion in AI infrastructure in the US by 2029 - illustrate the sheer scale of infrastructure required. Tony Blair Institute
• Oracle will be delaying some of its data center projects for OpenAI for at least a year due to labour and material shortages. Gizmodo
• Crypto weakness deepened after Oracle crashed 16% to around $190, warning that AI infrastructure costs are outpacing returns. investing.com
• Because the logging subsystem often runs with elevated privileges, a successful exploit could lead to full application takeover, unauthorized data access, or a foothold for broader compromise in integrated Oracle environments. Action1 | Action1 Risk-based Patch Management
• The primary artificial intelligence hyperscalers - Alphabet, Amazon, Meta, Microsoft, and Oracle - are projected to spend $520 billion to build out AI infrastructure in 2026, potentially 30% above 2025 levels. The Plan Advocate
• Capital investment from the five primary hyperscalers - Alphabet, Amazon, Meta, Microsoft, and Oracle is expected to increase 62% in 2025 and another 32% in 2026 based on recent consensus estimates, putting mid-teens earnings growth next year within reach if everything goes right. Hackman Financial Group
• Oracle Corp., the once stodgy database giant that's borrowed tens of billions and tethered its fortunes to the artificial intelligence boom, is quickly emerging as the credit market's barometer for AI risk. Sophic Capital
• Companies like Meta Platforms and Oracle, which have increasingly relied on debt to fund their ambitious AI infrastructure projects, could face increased scrutiny and investor alarm if profitability remains elusive. The Chronicle-Journal

Last updated: 29 December 2025