PANews
PANews|Nov 06, 2026 17:51
[Microsoft Reportedly Gradually Terminating AI Computing Power Lease Agreement with Oracle] According to a Bloomberg report citing sources familiar with the matter, Microsoft is gradually terminating its agreement to lease AI computing resources from Oracle. In recent months, after refusing to renew the contract, it has been shutting down related computing power because Oracle's hardware uses older generation Nvidia chips, which no longer meet Microsoft's specifications. This move is part of a comprehensive reassessment of Microsoft's multi-billion dollar cloud partnerships; Microsoft has previously invested over $80 billion leasing computing power from cloud companies such as CoreWeave, Nscale, and Nebius. An Oracle spokesperson responded that market demand for its AI infrastructure, including early GPUs, remains strong; Microsoft declined to comment.
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