Global Scans · Oracle · Weekly Summary

• [New] Larry Ellison's Oracle, the private equity group Silver Lake and Abu Dhabi's MGX will control roughly 45% of TikTok US. The Guardian
• [New] 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
• [New] 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
• [New] 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.
• [New] 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
• [New] 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
• [New] The OpenAI-Oracle agreement, set to start in 2027, is one of the largest cloud contracts ever signed. Just Security
• [New] OpenAI will purchase $300 billion in computing power from Oracle over the span of roughly five years. Just Security
• [New] 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
• Software firm Oracle, along with US tech investors Silver Lake and Andreessen Horowitz, is expected to own an 80% share of US TikTok while China maintains a 20% share. SKY
• US user data is expected to be processed by Oracle in Texas. SKY
• Last month, Oracle released its new health record system for ambulatory providers in the U.S., adding that it would launch functionality for acute care in 2026. Healthcare Dive
• We expect annual revenue growth to consistently reach the low teens between fiscal 2026 and 2030 as adoption of OCI and Oracle Cloud Applications continues to tick up. Morningstar, Inc.
• NATO's NCIA will migrate mission-critical workloads to Oracle Cloud Infrastructure, enhancing security, AI, and modernization. Vavoza
• Shares of Oracle Corp. soared 35% in a single trading session this week after the cloud-computing giant revealed it was expecting blockbuster future revenue growth fuelled by massive investment in artificial intelligence. Yahoo Finance
• SoftBank is one of the largest backers of Stargate, a joint venture to build AI infrastructure for OpenAI in the U.S. Oracle and Abu Dhabi-based MGX are also equity partners in the project that could run to half a trillion dollars. Morningstar, Inc.
• This week, Oracle stands out as a promising buy as its fiscal first-quarter earnings are expected to showcase robust growth in cloud services, AI integrations, and enterprise software. investing.com
• Oracle just announced plans to buy more than $40 billion worth of Nvidia chips for use in a new data center that will reportedly be a part of the Stargate Project, a joint effort by AI firms to expand computing infrastructure. Gizmodo
• If TikTok is not sold by then, U.S. companies like Apple, Google, and cloud services such as Amazon Web Services and Oracle will be legally required to stop working with TikTok. Economic Times
• A group of non-Chinese tech companies - including Oracle - is expected to take control of TikTok's US operations. 106.7 WTLC

Last updated: 29 September 2025