Microsoft is reportedly winding down a cloud ai deal with oracle – Breaking News & Latest Updates 2026
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The Verge
Microsoft is reportedly “winding down” a cloud AI deal with Oracle.

For your “is that a bubble popping?” Bingo cards: Bloomberg reports that Microsoft is reconsidering deals to rent server capacity from “neoclouds” to power its AI efforts, and has been turning off rented capacity from Oracle since declining to renew a 2023 deal.

Sources said the computing power Oracle offered used older Nvidia chips, and had become less useful to Microsoft.

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