Global Scans · Oracle · Weekly Summary

• [New] 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
• [New] 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
• [New] 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
• Orca Security delivers agentless cloud-native vulnerability management across AWS, Azure, Google Cloud, and Oracle Cloud. Orca Security
• 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

Last updated: 03 August 2026