Global Scans · Oracle · Weekly Summary

• [New] 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
• [New] 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
• [New] 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
• [New] 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
• Imaging giant Canon has confirmed that one of its subsidiaries was compromised in a sweeping ransomware campaign exploiting a zero-day vulnerability in Oracle E-Business Suite (CVE-2025 - 61882). Tech Startups - Tech News, Tech Trends & Startup Fundin
• Data center CAPEX spend from big 5 could top $400 B in 2026: According to estimates from Citi Research, CAPEX datacenter spend from Amazon, META, Google, Microsoft, and Oracle alone could hit $320 billion in 2025 and $400 billion in 2026, up from $80 billion in 2018. Cohen and Company Capital Markets
• At the UN General Assembly, Oracle announced its new Government Data Intelligence for Agriculture, an AI-powered platform designed to help governments monitor crop performance, forecast risks, and build resilient food systems. Vavoza
• Leading SCM platforms like SAP SCM and Oracle SCM Cloud enable businesses to adapt to changing supply chains, mitigate risks, and drive sustainable growth. Planet Crust
• As highlighted by PwC and Oracle, investors and stakeholders are increasingly demanding standardized, transparent, and verifiable ESG data to assess long-term risks and corporate sustainability performance. Center for Sustainbability & Excellence
• In 2026, the hyperscalers - including Alphabet, Amazon, Meta, Microsoft, and Oracle - are expected to boost AI-related capital expenditures to $520 billion - a 30% increase from 2025. Ascendus Financial Advisors
• Microsoft plans to invest $80 billion into AI in 2025, Google will spend $75 billion, while OpenAI is working with Oracle and SoftBank to plunk $100 billion into a network of AI supercomputers as part of its Star Gate initiative. The Register
• Hitachi-owned GlobalLogic notified about 10,000 employees that personal data was stolen via exploitation of Oracle E-Business Suite vulnerabilities tied to a broader extortion campaign. Tech Startups - Tech News, Tech Trends & Startup Fundin
• The crown jewel is a $300 billion, five-year cloud compute deal with OpenAI, requiring Oracle to borrow an estimated $100 billion over four years (~ $25 billion annually) for 4.5GW of U.S. capacity - starting payments in 2027. Medium
• A recent spree of circular AI deals among companies including Meta, Google, OpenAI, Nvidia, Oracle, and Broadcom has heightened fears that demand for AI could be overstated. Yahoo Finance
• Oracle and SoftBank will co-invest more than $400 billion by 2027. AI CERTs News
• Oracle Lighting is planning to launch lensless LED headlights in 2026. Carscoops
• Nvidia announced a collaboration with the U.S. Department of Energy and Oracle to develop two AI systems at the Argonne National Lab, one of which will include 100,000 Blackwell chips and the other of which will feature 10,000. Sophic Capital
• Oracle said it plans to deploy 50,000 of AMD's next-generation MI450 chips, starting before the end of 2026. Yahoo Finance
• The Taiwanese company will continue to operate the plant, which will produce the equipment needed for Stargate, the $500 billion AI data center venture backed by SoftBank, AI poster child OpenAI, cloud giant Oracle and Abu Dhabi's state-backed fund MGX. Forbes

Last updated: 08 December 2025