Company

Oracle

Latest development: Oct 28, 2026
Published intelligence: 11
Active developments: 0

Follow Oracle to track meaningful changes across developments involving Oracle.

Latest intelligence

The InformationOct 28, 2026
Google is Having a TPU Moment
The Information reports that Google has announced Oracle will become the first major third-party cloud provider to offer Google's Tensor Processing Units (TPUs) in its own data centers, driven by rising enterprise demand for Google's proprietary AI accelerator chips ahead of Alphabet's quarterly earnings.
SiliconANGLEOct 27, 2026
Oracle brings Google’s TPUs to its cloud, adds ChatGPT integrations
Oracle announced plans to make Google Cloud TPU accelerators available across its public cloud infrastructure, marking Google's first arrangement supplying its custom chips to a rival hyperscaler. Oracle also plans to incorporate Cerebras Systems wafer-scale accelerators, OpenAI's Jalapeño inference processor, and ChatGPT integrations.
The InformationOct 27, 2026
Oracle To Start Running Google TPUs in Its Cloud
Google and Oracle announced a partnership to make Google's Tensor Processing Units (TPUs) available on Oracle's cloud infrastructure. Oracle stated that the AI accelerators will be accessible to its cloud customers by 2027, marking the first time Google has offered its TPUs on an external cloud platform.
CNBC TechOct 8, 2026
Nvidia, Oracle, CoreWeave and other AI stocks sink on OpenAI revenue report
CNBC reports that OpenAI told investors it reached approximately $50 billion in annualized revenue as of late September. Following the disclosure, shares of major AI infrastructure and chip providers, including Nvidia, Oracle, and CoreWeave, experienced market declines.
DevelopmentNewOct 1, 20261 report
Tencent leases 100,000 chips from Oracle
DevelopmentNewSep 29, 20261 report
Oracle Corp. introduced Fusion Claw agentic software runtime
SiliconANGLESep 28, 2026
Agentic AI puts new pressure on identity and database security
SiliconANGLE reports that security operations teams are shifting toward automated workflows to translate threat signals into actions while attempting to balance human tradecraft with autonomous decision-making. Concurrently, the deployment of agentic AI is placing new operational demands on identity governance and database layer security controls.
DevelopmentNewSep 27, 20261 report
Goldman Sachs projects $1.2 trillion Big Tech AI infrastructure spending by 2027
DevelopmentNewSep 20, 20261 report
Nvidia maps global power and data center capacity
DevelopmentNewSep 11, 20261 report
OpenAI releases Agents API

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Development1 independent source

Tencent leases 100,000 chips from Oracle

The Financial Times reports Tencent has agreed to lease 100,000 chips from Oracle to accelerate its artificial intelligence initiatives. The agreement grants the WeChat owner access to Oracle's data centres in Southeast Asia amid intensifying competition with rivals ByteDance and Alibaba. Claims are as reported; this summary makes no determination about accuracy or significance.

Moderate confidence
Limited corroboration

Tencent leases 100,000 chips from Oracle to accelerate AI pushFinancial Times (AI) · Independent reporting · Oct 1, 2026

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Development1 independent source

Oracle Corp. introduced Fusion Claw agentic software runtime

SiliconANGLE reports that Oracle Corp. has introduced Fusion Claw, an agentic software runtime designed to enable its Fusion applications to execute complex business workflows such as accounting reconciliation and staffing adjustments. Oracle is also rolling out 25 applications powered by the framework. Claims are as reported; this summary makes no determination about accuracy or significance.

Moderate confidence
Limited corroboration

Oracle expands AI agent features with Fusion ClawSiliconANGLE · Independent reporting · Sep 29, 2026

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Development1 independent source

Goldman Sachs projects $1.2 trillion Big Tech AI infrastructure spending by 2027

Goldman Sachs projects that Amazon, Alphabet, Microsoft, Oracle, and Meta will collectively spend $1.2 trillion on AI infrastructure in 2027. According to the firm's analysis, this expenditure represents an increase of more than 50 percent over 2026 levels, though physical bottlenecks in power availability, labor, and memory chips may constrain deployment. Claims are as reported; this summary makes no determination about accuracy or significance.

Moderate confidence
Limited corroboration

Goldman Sachs expects Big Tech to spend $1.2 trillion on AI infrastructure by 2027, dwarfing Wall Street estimatesThe Decoder · Independent reporting · Sep 27, 2026

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