Global Scans · Oracle · Weekly Summary

• [New] The five largest hyperscalers (Amazon, Alphabet, Microsoft, Meta, and Oracle) are collectively forecasted to exceed $600 billion in capital expenditure by the end of 2026, with roughly $450 billion allocated directly to AI infrastructure (servers, GPUs, data centers, and cooling systems). Svitla Systems
• [New] Oracle says its New Mexico Project Jupiter campus will not use the local public drinking-water system for cooling, will rely on non-potable industrial well water under contract, and will use direct-to-chip, closed-loop, non-evaporative cooling. Tank Transport
• [New] The five largest hyperscalers (Amazon, Microsoft, Google, Meta, and Oracle) are projected to spend a combined $755 billion on capital expenditures in 2026 (Goldman Sachs consensus), an 83% year-over-year increase. NAND Research - A New Kind of Technology Research & Adv
• [New] Hyperscale technology companies controlling the physical infrastructure of artificial intelligence define the upper arm of the K. Amazon, Microsoft, Google, Meta, and Oracle are projected to spend more than US$ 600 billion on infrastructure in 2026. Tech Edition
• [New] Meta, which reported last week, projected $115 billion to $135 billion in capex spending for 2026, while Oracle (once the poster child for AI infrastructure) projects a measly $50 billion. TechCrunch
• Microsoft, Oracle, Google, Amazon, and Meta alone are spending hundreds of billions on AI infrastructure that will approach $1.1 trillion by 2027. / USA investing.com
• Iran's Revolutionary Guard has threatened to attack Oracle and 17 other U.S. companies after accusing them of being involved in terrorist espionage operations in Iran. KSAT San Antonio
• Why 2026 financial systems must plan for smart contract failure - Blockchain-powered smart contracts remain vulnerable to logic flaws, oracle manipulation ($8.8 billion losses in 2025) and emergent risks, turning localised bugs into systemic threats. Digital Bytes
• The AI Oracle Network SDK and cross-chain bridges planned for Q2 2026 could open doors for developers building everything from predictive analytics in DeFi to optimized supply-chain solutions. CoinQuantWire

Last updated: 01 June 2026