Microsoft Scales Back Oracle Partnership Amid Rising AI Computing Costs

11/07/2026

Microsoft is ending an arrangement to rent AI computing power from its rival Oracle, Bloomberg reported. Oracle shares dipped 4% on Friday on the news. The report fed fresh doubts about how long...

11/06/2026

Microsoft is winding down an arrangement to rent AI computing from Oracle as part of a ​larger reassessment of billions of dollars in cloud partnerships, Bloomberg ‌News reported on Friday, citing...

11/06/2026

Microsoft is winding down an arrangement to rent AI computing from Oracle as part of a larger reassessment of billions of dollars in cloud partnerships, Bloomberg news reported on Friday, citing...

11/06/2026

Microsoft is winding down a 2023 deal to rent AI computing from Oracle after declining to renew it, Bloomberg reports. The servers ran older Nvidia chips. Microsoft is reassessing more than $80B...

11/06/2026

The AI data center boom is not cooling off, even if the buildings themselves badly need to. Microsoft and Oracle are sitting on huge contract backlogs, and the only way to turn those promises into...

11/06/2026

Microsoft is winding down the number of neoclouds it counts as partners, picking key suppliers and focusing on its own data centers.

11/05/2026

Oracle has canceled a five-year agreement to lease advanced AI chips to Tencent after pressure from the Trump administration, the Financial Times reported on November 4. The deal, valued at...