Oracle

Recent news

• Sep 29, 2026

  How data centers factor into DTE’s 20-year power plan

  DTE Energy’s long-range power plan is under review by Michigan regulators and includes two new natural gas plants, major renewable and storage additions, and capacity growth through 2046.

  • Main action: DTE proposes 700 MW gas plant in Milan Township and 1,400 MW plant in Handy Township, with costs of $2.5 billion and $3.9 billion respectively.
  • Background/details: The plan would grow capacity from 16 GW to 33 GW by 2046; DTE says the Monroe coal plant retirement drives the need, while critics say the new gas is mainly to serve Oracle/OpenAI and Google data center load.
  • The utility also proposes 15 GW renewables, 4.5 GW storage, 177 MW additional nuclear at Fermi 2 starting 2036, and 2.1 GW of natural gas generation; the Michigan Public Service Commission has 300 days for initial review.
• Sep 25, 2026

  El-Sayed, Rogers face voter opposition to data centers in crucial Senate race

  Planet Detroit reports on the Michigan U.S. Senate race and its overlap with data center policy, campaign finances, and voter sentiment. The article references past and current positions and financial disclosures rather than announcing a new project.

  • Mike Rogers said in August that he supports a one-year moratorium on new data centers; Abdul El-Sayed released “terms of engagement” in January and supports state and local moratoriums.
  • The story cites an August EPIC-MRA poll showing 62% of likely Michigan voters oppose data center development and notes Rogers’ disclosure of $100,001 to $250,000 in Blackstone Real Estate Income Trust, which has 29% of its portfolio invested in data centers.
  • It also mentions the $16-billion Oracle and OpenAI data center under construction in Saline Township, the $1.25-billion University of Michigan computing facility in Ypsilanti Township, and a draft wastewater permit for Related Digital with public comments open through Oct. 23, 2026.
• Sep 25, 2026

  How Enterprises Are Building Robust Infra Backbone For AI At Scale

  Inc42 has published a report-style article summarizing a CTO Dialogues roundtable and fireside chat on enterprise AI infrastructure in India. The piece is commentary and event coverage rather than a first-time corporate announcement.

  • The discussion, hosted by Inc42 and Oracle, focused on “Building The Infrastructure Backbone For AI At Scale” and featured leaders from GyanDhan, HYPD, NimbusPost, DeHaat, Pidge, and Oracle India.
  • Speakers argued that scaling AI depends on engineering discipline, data governance, security, cost visibility, and trust more than GPU access alone; Oracle’s Nitin Kaushik said some customers are consuming trillions of tokens a day and that AI bills can approach or exceed perceived business value.
• Sep 22, 2026

  Evan Swarztrauber: The Hidden Supply-Chain Risk Inside America’s AI Data Centers

  This article is an opinion/commentary piece arguing that the FCC should add optical transceivers to its covered list as a national security measure.

  • The author says the FCC is reportedly considering a ban on new Chinese-produced optical transceivers, and argues the move would effectively block foreign-made transceivers from U.S. sale and import without an exemption.
  • It cites earlier incidents, including Iranian drone strikes on Amazon Web Services data centers in the United Arab Emirates and damage to a facility in Bahrain, and references U.S. manufacturing expansion by Applied Optoelectronics, Coherent, and Lumentum; it also mentions a $5 billion rip-and-replace program for telecom equipment.
• Sep 21, 2026

  Datacentres: are we frogs in a digital pot?

  East Anglia Bylines has published an opinion article arguing that AI is worsening datacentre energy and resource use, while the broader growth of cloud computing predates AI.

  • The piece explains that cloud services run on datacentre hardware, and says repatriating systems is costly; one project reportedly saved over 60% by bringing systems back in house, but it took three years.
  • It cites AWS as generating well over half of Amazon’s operating income in 2024, notes AWS’s 28% share of the worldwide cloud infrastructure market, and says server prices are up by a third or more year-on-year as AI demand lifts costs.
• Sep 17, 2026

  The amount of e-waste caused by AI is underestimated: we can’t only include the servers

  Basel Action Network has published a report arguing that AI data center equipment replacement is generating far more e-waste than enterprise calculations typically capture.

  • BAN says prior AI e-waste estimates focused mainly on servers and accelerators, which it says are only 13% of a data center’s electromechanical infrastructure; it estimates about 70,000 metric tonnes per GW across five equipment categories including networking, power distribution, storage/backup, and cooling.
  • The report projects 196–211 million metric tonnes of global e-waste per year by 2050, with 31Mt–46Mt attributed to AI waste alone; analysts quoted in the article say some assumptions, especially the 2.5-year accelerator retirement cycle and long-term growth forecasts, may be overstated.
• Sep 17, 2026

  Where’s the environment in Michigan election? ‘The vocabulary and framing has changed’

  Planet Detroit is reporting on how Michigan candidates are framing environmental issues in the 2026 election, with data centers, energy affordability, and clean energy law at the center of the debate.

  • Democrats Jocelyn Benson and Will Lawrence are linking clean energy, corporate accountability, and data center regulation to jobs, local control, and utility costs; Lawrence released a Michigan First AI Plan calling for a pause on data center and advanced AI development and a national AI Compact.
  • Republicans John James and Jim Runestad are arguing that Michigan’s clean energy policies raise prices; James says he would repeal Michigan’s clean energy law, while the article notes a Michigan Public Service Commission meeting on Oct. 1, 2026 and the Nov. 3 election as key upcoming decision points.
• Sep 5, 2026

  Global bond sell-off exposes the cost of high debt

  Policy Circle has published an analysis of how rising oil prices, inflation, and heavy borrowing are driving a global government bond sell-off.

  • The article argues that Brent crude above $95 and renewed US-Iran fighting are lifting inflation expectations, pushing US, Japanese, British, and German yields higher, and forcing markets to price in further central bank tightening.
  • It also highlights larger structural pressures: higher sovereign debt, rising defence and pension costs, and competition from technology firms issuing debt for AI/data centres, including about $220 billion from five large tech companies this year.
  • For India, the piece says near 89% crude import dependence makes the economy vulnerable to oil shocks, while the 2036 bond yield was around 6.95% and the RBI’s buffers can only soften volatility, not eliminate imported-energy costs.
• Sep 1, 2026

  Oracle To Lay Off Another 3,000 Employees In India: Report

  Oracle reportedly plans another round of layoffs in India. - Times of India reported that Oracle plans to cut nearly 3,000 jobs in India, with layoffs potentially starting September 1; Moneycontrol said the cuts could begin mid-September.

  • The report says this could eliminate up to 10% of Oracle’s 30,000-strong India workforce; Oracle has also previously downsized its India staff by nearly 12,000 in March citing AI-led automation.
  • The article adds that Oracle spent $55.7 Bn on capex in FY26, up from $21.2 Bn in FY25, to build data centres and server capacity for AI clients such as OpenAI and NVIDIA.
• Aug 27, 2026

  ‘Out of Hyperbole’: Nvidia’s AI Boom Tests Data Center Infrastructure Limits

  Nvidia and AWS have announced an expanded GPU deployment plan, with AWS saying it will deploy 2 million additional Nvidia GPUs across its global infrastructure in 2027 and 2028.

  • AWS said the GPUs will include Blackwell Ultra, Rubin, and Rubin Ultra systems and will support agentic AI, scientific computing, enterprise automation, and physical AI.
  • Nvidia also said AWS had received its first Vera CPU server and Vera Rubin GPU, and that Nvidia will provide credit support for SB Energy’s PORTS-Pike Technology Campus in Ohio.
  • The article adds context from analysts on power, cooling, interconnection, and grid constraints; AWS and Nvidia did not disclose capacity or power requirements for the GPU deployment.
  • Nvidia said it would invest $1.5 billion in SB Energy and that the Ohio project is planned for 8 IT GW of capacity for OpenAI, with 4.25 IT GW initially secured by Nvidia and an option for the remaining 3.75 IT GW.
• Aug 26, 2026

  How Data Center Controversies Have Transformed the Midterm Elections

  The Associated Press has published an analysis of the growing political opposition to U.S. data centers and how it is reshaping policy debates. It is commentary and reporting on a broader trend, not a first-time corporate announcement.

  • The article says Oracle, Meta, Google, Amazon and Microsoft expect to spend more than $700 billion on U.S. data centers this year, while OpenAI and Oracle are building Project Jupiter, a $165 billion complex near the Mexican border in New Mexico.
  • It also notes opposition over water use, electricity costs, and climate impacts; examples include a challenge to well drilling permits in New Mexico, a one-year ban on large data centers in New York, and tougher regulatory steps in Texas under Greg Abbott.
• Aug 26, 2026

  In a Divided America, Left and Right Unite to Oppose Data Centers

  The Associated Press reports on growing bipartisan opposition to rapid data center expansion in rural Nebraska and New Mexico, alongside support from some labor leaders and officials.

  • In Cass County, Nebraska, officials approved a 12-month moratorium on data center development, which could affect Tenaska‘s plans to option 1,300-plus acres along Highway 75 and CyrusOne‘s control of nearly 400 acres outside Plattsmouth.
  • In New Mexico, Oracle‘s Project Jupiter faces legal and water-supply opposition; Oracle says it will invest $50 million in water and wastewater systems in Doña Ana County, while the project is described as a $165 billion data center complex and is expected to generate $4.7 billion in taxes.
• Aug 24, 2026

  NVIDIA’s AI Server Price Hike Threatens To Inflate India’s Compute Costs

  Inc42 reports that NVIDIA server prices are expected to rise by more than 15% in many cases for systems shipped in early 2027.

  • The reported increase would affect servers using Vera Rubin and Grace Blackwell chips, with the exact hike depending on chip generation and memory configuration.
  • The article says Yotta Data Services has existing contracts for more than 30,000 B200 and B300 GPUs through December 2026, and is discussing pricing for about 110,000 B300, GB300 and Vera Rubin GPUs.
  • It also cites a Gartner forecast that combined DRAM and SSD prices could rise 130% by end-2026, and notes Gorilla Technology agreed to finance and supply more than 5,000 NVIDIA GPUs for Yotta’s Navi Mumbai AI data centre, later expanded to 20,736 Blackwell GPUs in a deal worth about $2.8 Bn.
• Aug 13, 2026

  Texas Governor Halts Data Center Grid Connections Pending Audit

  Texas Gov. Greg Abbott has ordered state electric grid regulators to conduct a sweeping audit of every data center project seeking to connect to the Texas grid.

  • Abbott’s order halts new interconnections until the review is complete and directs ERCOT and the Public Utility Commission of Texas to verify and audit all data center projects moving through the interconnection process.
  • The order requires projects to disclose financial incentives, power source, water supply for cooling, community impact mitigation, and ownership / controlling-interest information; companies including Core Scientific, Vantage Data Centers, SB Energy, Meta, OpenAI, Google, Amazon, Oracle, Digital Realty, QTS Data Centers, Mara and Skybox Datacenters have said they will comply, while one unnamed developer and Diode ended projects.
  • Abbott’s Aug. 3 order builds on a June 10 directive establishing statewide standards, and the story notes Texas has more than 1,800 projects seeking connections and 474 gigawatts of requests, about 90% from data centers.