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Global Scans · Oracle · Weekly Summary

  • [New] U.S. companies like Oracle, Silver Lake private equity firm and others, will be the main investors in a domestically-owned version of the app that runs on a licensed copy of TikTok's core algorithm - or, TikTok U.S. Digiday
  • [New] Tech giants OpenAI, Oracle and Related Digital will soon break ground on Michigan's first hyperscale data center in Saline Township, a milestone hailed by some as a win for Michigan, and maligned by others as an example of corporations railroading communities. BridgeDetroit
  • [New] Blockchain Oracle will become indispensable when blockchain applications become mainstream. PubMed Central (PMC)
  • [New] Oracle is moving into 2026 with an extra focus on updating data assets to enable context-aware AI, a core feature of agentic solutions. Nextgov/FCW
  • [New] Oracle is betting that its massive AI spending will eventually pay off. Gizmodo
  • [New] In 2026 is expected to mark a significant turn in hotels moving from reacting to guests' requests to predicting their wants - using predictive intelligence to personalize stays before guests arrive, according to Oracle Hospitality's report. CNBC
  • [New] The hyperscalers-Microsoft, Alphabet, Amazon, Meta, and Oracle - are expected to log combined capital expenditures of more than $500 billion in 2026, with AI infrastructure accounting for the majority of spending. Investopedia
  • [New] For companies like Amazon and Oracle, the continued expansion of cloud capacity will be the metric to watch as they compete for a slice of the $520 billion AI capex pie projected for the coming year. FinancialContent
  • [New] US data will be stored under a system operated by Oracle. Engadget
  • [New] Oracle expects its FY 2026 capital expenditures will be $15 billion higher that previously predicted, as the cloudy database biz invests to accommodate AI workloads. The Register
  • 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
  • Microsoft, Amazon, Google Meta and Oracle are expected to spend around $1trn on AI by 2026. SKY
  • 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
  • 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
  • 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
  • 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

Last updated: 05 January 2026


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