BusinessLead story
Oracle sends force majeure notice on $18B New Mexico Stargate data center
The notice lets Oracle delay payments if Project Jupiter misses its 2028 online date; the stock fell 3%.
Jaeden SchaferEditor in Chief5 min read
AI CHAT/Daily
Sunday, October 25, 2026Subscribe
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Oracle
Every story tagged Oracle on AI Chat Daily.
More tagged Oracle
Security
AI bug hunters push 2026 CVE count past 66,000, doubling last year's pace
Microsoft patched 974 flaws in a single September; Oracle shipped 1,448 in July. AI-assisted discovery is outrunning human remediation.
Jaeden Schafer5 min read
Business
Hyperscalers need 2.7x productivity jump by 2030 to justify $1T AI spend
Wharton's Jessica Wachter says the buildout requires growth by 2030 that took a decade in the 1990s IT boom — or bankruptcy risk looms.
Jaeden Schafer6 min read
Business
Oracle to spend another $700M on restructuring as AI buildout accelerates
The added charge lands as Oracle pours capital into data centers to service its Stargate commitment and cloud backlog.
Jaeden Schafer4 min read
Business
Google lifts AI capex to $205B, rattling Wall Street on data-center returns
A $15B jump from last quarter's projection lands as Nvidia, Oracle, and OpenAI deals stretch the AI build-out's financing further.
Jaeden Schafer4 min read
Business
Oracle cuts 21,000 jobs as it funds $50B AI buildout with debt
A 12.9% workforce reduction and $1.8B in restructuring costs accompany Oracle's debt-fueled push into AI cloud infrastructure.
Jaeden Schafer5 min read
Careers
Oracle workforce shrinks by about 21,000 employees amid AI push
The cuts mark one of the largest white-collar reductions tied directly to AI adoption at a major enterprise software vendor.
Jaeden Schafer4 min read
Business
Nvidia raises $25B in first bond sale since 2021 as AI debt market swells
Orders topped $85B for the seven-part offering, letting Nvidia tighten pricing and triple its outstanding debt to about $30B.
Jaeden Schafer5 min read
Business
OpenAI brings its models and Codex to Oracle Cloud customers
Enterprises can now draw down existing Oracle Cloud commitments to access OpenAI APIs and the Codex coding agent.
Jaeden Schafer4 min read
Business
Google defends evaporative cooling as Microsoft, OpenAI retreat from it
Seven in ten Americans now oppose new data centers, and water is the top concern. The industry is splitting on how to answer.
Jaeden Schafer5 min read
Models
Nvidia opens Spectrum-X's MRC protocol via OCP after OpenAI, Microsoft, Oracle deployments
The Multipath Reliable Connection transport, proven on Blackwell training runs, is now an open spec through the Open Compute Project.
Jaeden Schafer5 min read
Models
Nvidia opens Spectrum-X's MRC protocol to the industry after OpenAI, Microsoft, Oracle deployments
The Multipath Reliable Connection protocol, co-developed with OpenAI and Microsoft, reroutes failed network paths in microseconds across gigascale GPU fabrics.
Jaeden Schafer5 min read
Business
Pure DC pauses Middle East data center buildout after Iranian drone strike
Iranian missile and drone attacks have damaged AWS, Oracle, and Pure DC sites, freezing a trillion-dollar Gulf AI data center plan.
Jaeden Schafer5 min read
ai-careers
Careers
Oracle cuts thousands as cloud AI spending squeezes margins
Larry Ellison's bet on training-capacity GPUs is paying off in revenue — and biting elsewhere on the P&L.
Jaeden Schafer5 min read
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