Oracle

From the newsletter (September 18; sign-up or follow if you want it sooner): AI may be making telecoms look increasingly central to the next digital economy, but updates on the …

KDDI said revenue from AI integration and cybersecurity increased 19.2% year-over-year in the first quarter of fiscal 2027 In sum – what to know: AI growth – AI integration and …

Three recent deployments – in defence, mining, and manufacturing – illustrate how localized private 5G networks are powering mission-critical operations in Industry 4.0. In sum – what to know: Industrial …

Oracle’s media investments illustrate how AI leaders are vertically integrating to control both compute supply and demand Imagine this: Oracle’s Larry Ellison invests in Paramount Pictures and courts TikTok. At …

Oracle began delivering Nvidia GB200 racks in June 2025, enabling the site to begin running early AI training and inference workloads In sum – what to know: Abilene AI hub …

Across industries and continents, enterprise AI is no longer an abstract ambition but a physical, operational, and financial reality. From automotive plants to hospitals, banks, and burger chains, organisations are …

The five new locations were selected from more than 300 proposals across 30 states, according to OpenAI In sum – what to know: New Stargate sites – OpenAI, Oracle, and …

The cuts reflect the diminishing role of the Vision Fund as SoftBank allocates resources into AI projects In sum – what to know: Vision Fund plans 20% cuts – More …

The deal stipulates that OpenAI will buy computing power from Oracle starting in 2027 In sum – what to know: $300B cloud deal signed – OpenAI will buy computing power …

Crusoe is expected to raise around $1 billion through a mix of equity and debt, according to the report In sum – what to know: Crusoe seeks $10B valuation – …

SailGP’s F50 catamarans are like the biggest and flashest IoT devices on the planet; they capture video and telemetry data which is transmitted on a portable private 5G system from …

The fuel cells offer Oracle an energy solution that minimizes environmental impact, delivering power with almost zero air pollution and no water consumption In sum – what you need to …

OpenAI said that the construction of Stargate I in Abilene is progressing and parts of the facility are now up and running In sum – what to know: 4.5 GW added …

In the Netherlands, Oracle said it will invest $1 billion to expand capacity in the so-called Amsterdam region In sum – what to know: Oracle expands EU infra – Oracle …

Top US cloud service providers continue to lead growth in the AI server market, according to TrendForce In sum – what to know: AI momentum – Global AI server shipments …

OpenAI revealed as the source of a newly signed $30 billion a year cloud contract for Oracle Multiple news outlets have confirmed that the eye-popping, $30 billion-a-year contract that Oracle …

Oracle revealed news of another huge cloud contract, on top of accelerating growth Oracle has signed a cloud services contract worth $30 billion a year which will start hitting its …

AIS said the platform targets public institutions and private businesses seeking to modernize their operations while keeping data under local legal and regulatory frameworks In sum, what to know: AIS …

OpenAI executives and top Indian officials are currently in talks to build AI infra in India In sum – what to know: AI infra ambitions – OpenAI is exploring collaboration …

UAE launches massive AI data center project with backing from Nvidia, OpenAI, Oracle, and Cisco – linking new 5GW campus to Trump’s US Stargate initiative in a global tech alliance. …