The Energy & Sustainability Supplement
A sustainable future for data centers
News - Cloud & Hyperscale, Oracle
The latest news from the AI, data center, telco, chip, and cloud sector
The Energy & Sustainability Supplement
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Oracle trucks in gas to support operations at Utah and Texas data centers - report
Reportedly considering the same for stalled Project Jupiter in New Mexico
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Tencent signs on for 100,000 GPUs via Oracle - report
Will give Chinese cloud provider access to GPUs not allowed in the Middle Kingdom
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Oracle signs 1.7GW of wind energy supply agreements to support operations in Texas
Includes major deals with RWE and Engie
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Oracle upscales layoffs, expected to increase restructuring costs by $700m
While chairman Larry Ellison ditches plans for stock sale
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Oracle delivered 300,000 GPUs in Q1 FY2027
Executives also tease "new agentic AI accelerator"
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Oracle issues RFP for 2GW of new renewable capacity in New Mexico
Announces $1m funding package for carbon capture and storage research
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Oracle partners with Quantinuum to deploy Helios quantum computer on OCI
Oracle will preview its OCI quantum system in the coming months
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Michigan utility DTE data center pipeline increases to more than 8GW, on the back of deals with Oracle and Google
Announces expansion to its five-year capital investment plan to support power delivery
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Trump expands Ratepayer Protection Pledge with 200-plus new signatories
Including utility heavyweights Southern Company, PPL Corp, NextEra Energy, Duke Energy, and American Electric Power
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New Mexico regulators reject natural gas pipeline for Oracle's 2.5GW Project Jupiter data center
Pipeline was expected to feed fuel cells on the site
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UK Treasury designates big four US hyperscalers as "Critical Third Parties"
Will bring Google, Amazon Web Services, Microsoft, and Oracle under direct regulatory oversight
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Oracle cut workforce by 21,000 employees in FY2026
Revealed in annual report
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Oracle Cloud Infrastructure revenue up 93% as firm's capex keeps climbing
Company expects spending of up to $95bn for FY2027
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ByteDance and Oracle named as Arm AGI CPU customers
Revealed by Arm CEO Rene Haas at Computex
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Oracle and OpenAI start construction on Stargate data center campus in Saline Township, Michigan
Project dubbed "The Barn"
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Oracle Database@AWS now offered in 20 global regions
Oracle and AWS add eight more locations to multi-cloud offering
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Synergy Research: Cloud spending hits $129bn in Q1 2026, ninth consecutive quarter of growth
Highest growth rate since Q4 2021
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Nscale pinches Oracle data center lead Sam Huckaby to head AI infrastructure build out
Huckaby will lead the neocloud's European and North America expansion
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Oracle to deploy up to 2.45GW of Bloom fuel cells at New Mexico data center
Will replace planned gas and diesel generators at site
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Oracle secures necessary funding for Michigan data center
Pimco officially signs on to buy $10bn in bonds
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Oracle expands fuel cell supply deal with Bloom Energy to 2.8GW
Builds on intial 1.2GW deal inked last year
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Oracle launches cloud region in Casablanca, Morocco
N+One Datacenters serves as hosting partner
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Pimco in talks to provide $14bn in debt financing for Oracle's Michigan data center - report
Follows reports that data center investor Related Digital was nearing financing for the project
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Iran attack hits an Oracle data center in Dubai, causes limited damage
Dubai Media Office initially calls claims "fake news," later confirms shrapnel impact
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Related Digital closes in on $16bn financing for Oracle data center in Michigan - report
Likely for Oracle’s Stargate development in Saline Township, Michigan
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Oracle expands AI infrastructure offering in US gov't clouds
Also works on Defense Industrial Base Isolated Cloud Environment
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Iran makes further threats against Big Tech in the Middle East
Says it is in response to US attempts to kill Iranian leadership
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Oracle begins laying off thousands of workers to fuel AI data center spend
Layoffs began yesterday