Global Scans · Oracle · Weekly Summary

• [New] By bolstering 5G data security across roaming networks, Oracle technologies will help NATO forces enhance data integrity and gain operational advantages in high stakes scenario planning and testing. UKAuthority
• [New] With a growing cloud footprint and plans to expand across AWS and Oracle Cloud, Nanoprecise recognized the need for a comprehensive CNAPP solution that could scale securely and ensure compliance across workloads. NextBigFuture.com
• [New] OpenAI and Oracle have announced plans to put $500 billion into a data center project dubbed Stargate, while Amazon plans to spend more than $30 billion on capital expenditures, or capex, in each of the next two quarters. Business Insider
• [New] US software company Oracle plans to invest $2 billion in Germany over the next five years to meet the growing demand for AI applications and cloud infrastructure. Yahoo News
• [New] In Abilene, Texas, OpenAI, Oracle, and SoftBank are rapidly building out an 800-acre data center complex that will serve as the flagship site for the Trump-approved Stargate infrastructure project. Fortune
• [New] The new sites, the Oracle-OpenAI site expansion in Abilene, Texas, and the ongoing projects with CoreWeave will bring Stargate's total data center capacity to nearly 7 gigawatts and more than $400 billion in investment over the next three years. Yahoo Finance
• Nvidia committed $100 billion to OpenAI, while Oracle and SoftBank will help build five more Stargate data centers. TechShots
• OpenAI, Oracle, and SoftBank plan five new Stargate sites across the U.S., pushing planned capacity near 7 GW and investment above $400 B over three years. TrueFuture Media
• While Altman did not cite specific projects, one of the major vehicles that could help with Altman's scaling efforts is Stargate, a $500 billion joint AI infrastructure project between OpenAI, Oracle, and Softbank. Business Insider
• 4 / Rising Competition - Salesforce faces pressure from traditional rivals Oracle, SAP, and Microsoft, as well as enterprise platforms like ServiceNow and emerging AI-driven platforms like Palantir that could capture enterprise budgets in overlapping areas. Carbon Finance
• Larry Ellison's Oracle, the private equity group Silver Lake and Abu Dhabi's MGX will control roughly 45% of TikTok US. The Guardian
• Oracle will be tasked with housing US users' data and controlling TikTok's powerful recommendation algorithm, so that information is out of the hands of ByteDance or Chinese officials. The Guardian
• Oracle has raised $18 billion in debt, which could help fund massive datacenter investments aimed at meeting surging demand from AI model builders and enterprise customers. The Register
• In a new industry report, Morningstar analysts project the annual collective investment in AI by hyperscalers-Microsoft MSFT, Alphabet GOOG/GOOGL, Amazon AMZN, Meta Platforms META and Oracle ORCL - to triple to $450 billion by 2027 from $150 billion in 2023. Morningstar, Inc.
• The presence of Oracle and other U.S. firms may accelerate integrations with enterprise-level data systems, while government oversight could lead to stricter content or transparency requirements. House of Marketers
• Oracle has projected as part of its quarterly earnings report that revenue from its cloud infrastructure business will jump 77% in 2025 to $US18 billion. Australian Broadcasting Corporation
• The OpenAI-Oracle agreement, set to start in 2027, is one of the largest cloud contracts ever signed. Just Security
• OpenAI will purchase $300 billion in computing power from Oracle over the span of roughly five years. Just Security
• On the competitive front, companies like Microsoft Azure and Google Cloud will be watching closely, as Oracle moves beyond databases to redefine itself as a full-stack enterprise AI powerhouse. CompWorth
• Oracle projects its cloud infrastructure revenue will skyrocket from $10 billion last fiscal year to $144 billion by 2030. Top AI & Tech Updates: Mid-September 2025 Highlights

Last updated: 13 October 2025