The Energy & Sustainability Supplement
A sustainable future for data centers
News - Investment / M&A / Financing, Oracle
The latest news from the AI, data center, telco, chip, and cloud sector
The Energy & Sustainability Supplement
-
Oracle, Broadcom, and SpaceX looking to secure ten of billions in financing to support AI compute purchases – report
Broadcom is seeking $50bn, while SpaceX is looking to secure $40bn
-
HPE caps stellar Q3 with Oracle ‘gigawatt scale’ networking deal
Hyperscaler and long-time Juniper user keeps faith, but backlog headaches linger on
-
Oracle Cloud Infrastructure revenue up 93% as firm's capex keeps climbing
Company expects spending of up to $95bn for FY2027
-
Synergy Research: Cloud spending hits $129bn in Q1 2026, ninth consecutive quarter of growth
Highest growth rate since Q4 2021
-
Oracle secures necessary funding for Michigan data center
Pimco officially signs on to buy $10bn in bonds
-
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
-
Related Digital closes in on $16bn financing for Oracle data center in Michigan - report
Likely for Oracle’s Stargate development in Saline Township, Michigan
-
US hyperscaler capex to top $700bn in 2026, investors fear overbuild and weak returns - Moody's
Capex in 2026 will be six times larger than 2022
-
Oracle stood up 400MW of data center capacity in latest quarter, has secured 10GW of power for the next three years
Finishes the quarter with a remaining performance obligation of $553 billion
-
Oracle/OpenAI drop plans to expand flagship Abilene Stargate site, Meta in talks to pick up Crusoe capacity with Nvidia's help
Financing challenges and Stargate's changing scope end Texas data center expansion plans
-
Oracle plans to again cut thousands of jobs to free up AI data center cash flow
To feed OpenAI buildout, company will slash staff
-
Oracle officially launches $25bn bond offering and $20bn equity distribution agreement
Follows announced plans to raise up to $50 billion in debt and equity in 2026
-
Oracle to raise up to $50bn in debt and equity in 2026 to fund OpenAI & cloud buildout
Also reportedly considering 20-30k in layoffs
-
TD Cowen: US banks retreat from Oracle amid doubts the company can fund OpenAI commitments
US banks are refusing to lend due to existing OpenAI commitments
-
Data center acquired in Memphis, set to serve Oracle cloud partner
Facility previously used by CCTV sercurity firm
-
Oracle sued by bondholders over growing debt for AI buildout
Bondholders claim Oracle concealed how much debt it would need during bond sale
-
Moody’s predicts $3 trillion global data center investment over five years
The staggering sum is required to keep pace with AI-driven capacity growth
-
Blue Owl opts not to fund Oracle's $10bn Michigan data center
Oracle maintains that negotiations are "on schedule" for project, Blackstone could pick up the bill
-
Oracle set to receive $38bn debt package for data center projects - report
Will be split between data centers in Texas and Wisconsin
-
Internal documents show Oracle's average profit margin for AI cloud deals was 16% - report
Analysts split on whether the drop in AI profits is cause for concern
-
Lancium secures $600m in debt financing – report
Company secures more funds for Abilene site hosting OpenAI
-
Oracle may need to borrow $100bn for OpenAI efforts, says KeyBanc Capital Markets
Analyst predicts Big Red will need a loan of $25bn per year to support the partnership
-
Trump signs EO bringing TikTok sale closer, as Oracle looks to partner with MGX, Fox, and Silver Lake for acquisition
Trump backers headline list of expected acquirers
-
Oracle takes on $18bn in debt ahead of AI data center build-out
Big Red goes into the red, bigly
-
Oracle leads US TikTok acquisition consortium, as Trump extends shutdown deadline
Deal appears to finally be close
-
Oracle has $455bn in remaining performance obligations at end of Q1 2026
Company sees strong growth despite missing Wall Street expectations
-
JPMorgan Chase and Mitsubishi UFJ lead $38bn debt package for Oracle-linked data centers - report
Data centers in Wisconsin and Texas set to get funding
-
SoftBank buys additional shares in Oracle and TSMC, increases investment in Nvidia to $3bn
Investment firm continues to be all in on AI