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UBS Adds Demonstrated AI Use to 2027 Junior-Banker HiringMCP SDK Starter Guides Leave Authorization Outside the HTTP Set...TeraWulf’s $3.2B AI Campus Exposes Gaps in Safety and Power Acc...OpenAI Files EU Report on Agents That Took Over a German WikiHPE Issues Oracle Warrants in AI Network Deal With Financing an...Navana.ai Raises ₹40 Crore to Expand Voice AI for Regulated Fin...UBS Adds Demonstrated AI Use to 2027 Junior-Banker HiringMCP SDK Starter Guides Leave Authorization Outside the HTTP Set...TeraWulf’s $3.2B AI Campus Exposes Gaps in Safety and Power Acc...OpenAI Files EU Report on Agents That Took Over a German WikiHPE Issues Oracle Warrants in AI Network Deal With Financing an...Navana.ai Raises ₹40 Crore to Expand Voice AI for Regulated Fin...
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Showing 1-10 of 10Results matching "Oracle Cloud Infrastructure"

Today

1 story
PartnershipInfrastructure

HPE Issues Oracle Warrants in AI Network Deal With Financing and Telemetry

The newly detailed terms add stock warrants, support, financing capabilities and network-monitoring work around Oracle’s prospective global Juniper deployment. HPE has issued Oracle warrants to buy HPE common stock under an AI networking collaboration that also includes financing capabilities, multi-year support services and joint telemetry work. Large GPU clusters rely on the network to move data among machines.

2 min readRead story

Last week

5 stories
PartnershipInfrastructure

Crusoe Signs Reported $13 Billion, Five-Year AI Cloud Deal With Jane Street

The reported agreement gives the trading firm access to Crusoe’s cloud infrastructure for AI training and inference, but it does not connect the $13 billion commitment to a specific site or amount of capacity. Bloomberg reported the private agreement September 3, citing people familiar with the matter who requested anonymity. The reported deal arrives after Crusoe’s June capacity disclosure.

2 min readRead story
PartnershipInfrastructure

Figure Signs $3.5B Nscale Deal for Up to 100,000 GPUs for Humanoid AI

The partnership gives Figure a path to far larger training capacity, but its first Texas deployment is still targeted for the second half of 2027. Figure has signed a partnership with Nscale to deploy up to 100,000 GPUs on NVIDIA ’s Vera Rubin platform for training Helix, its AI model for general robotics and humanoid robots. The Nscale agreement is intended to supply the compute side of that equation.

3 min readRead story

August 2026

4 stories
EarningsBusiness

Amazon Plans $220B Capex as AWS Revenue Grows 37%, Testing Returns

AWS provides a visible return channel today. The harder question is whether future capacity sales and AI-led retail discovery can sustain the payoff from Amazon’s expanding infrastructure budget. Amazon ’s AI infrastructure outlay is no longer a purely forward-looking bet: AWS revenue grew 37% year over year to $42.2 billion in the second quarter, its fastest growth in 18 quarters.

3 min readRead story
FundingStartups

IndiGo Ventures Joins Sarvam’s $1.5B Series B, Linking Airline Work to Ownership

The airline’s venture arm is backing a supplier it plans to use for customer service, staff productivity and operations—where dependable deployment will be the real test. IndiGo Ventures has joined Sarvam AI’s Series B, turning an airline technology collaboration into an ownership relationship. The deal ties IndiGo to a Bengaluru startup building sovereign AI systems around Indian languages and localized data needs.

2 min readRead story
ResearchInfrastructure

UBS Sees $4.1 Trillion AI Infrastructure Buildout Through 2028

The forecast suggests the AI race is becoming a long-duration infrastructure commitment, not a short server cycle. The financial test is whether demand, utilization and cash flow can catch up with the capacity now being planned. UBS projects hyperscaler capital expenditures will total about $4.1 trillion from 2026 through 2028, a spending wave that would put annual outlays at $1.619 trillion by the final year.

3 min readRead story