Global Scans · Oracle · Weekly Summary

• [New] 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
• [New] 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
• In after-hours trade, Oracle fell ~7% after reporting higher-than-expected capex of $16.5bn for the quarter, overshadowing a modest beat on cloud infrastructure revenue. Saxo Markets
• TikTok's new US operations will be run by Oracle, Silver Lake, and MGX, with ByteDance retaining just under 20% of the new organization. Ignite Visibility
• Industry leaders such as NVIDIA, Microsoft, Alphabet, IBM, Amazon, Meta, AMD, OpenAI, Anthropic, and Oracle are expected to play a critical role in defining the next generation of intelligent enterprise ecosystems. Spherical Insights
• In the short term, companies that have not yet integrated AI agents into their core workflows will likely continue to struggle or become acquisition targets for the cash-rich leaders like Oracle. FinancialContent
• Morgan Stanley now expects Amazon.com Inc., Alphabet Inc., Meta Platforms Inc., Microsoft Corp. and Oracle Corp. to collectively spend $805 billion in capital expenditures in 2026, up from its prior $765 billion estimate. Yahoo Finance

Last updated: 13 July 2026