The Energy & Sustainability Supplement
A sustainable future for data centers
News - The Investment & Markets Channel, Oracle
The latest news from the AI, data center, telco, chip, and cloud sector
The Energy & Sustainability Supplement
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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
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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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HPE caps stellar Q3 with Oracle ‘gigawatt scale’ networking deal
Hyperscaler and long-time Juniper user keeps faith, but backlog headaches linger on
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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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Synergy Research: Cloud spending hits $129bn in Q1 2026, ninth consecutive quarter of growth
Highest growth rate since Q4 2021
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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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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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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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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
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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
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Oracle plans to again cut thousands of jobs to free up AI data center cash flow
To feed OpenAI buildout, company will slash staff
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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
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Oracle to raise up to $50bn in debt and equity in 2026 to fund OpenAI & cloud buildout
Also reportedly considering 20-30k in layoffs
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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
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TikTok US spin-off finalized, led by Oracle, Silver Lake, and MGX
ByteDance retains 19.9 percent stake
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Data center acquired in Memphis, set to serve Oracle cloud partner
Facility previously used by CCTV sercurity firm
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Oracle sued by bondholders over growing debt for AI buildout
Bondholders claim Oracle concealed how much debt it would need during bond sale
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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
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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
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Oracle set to receive $38bn debt package for data center projects - report
Will be split between data centers in Texas and Wisconsin
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Lancium secures $600m in debt financing – report
Company secures more funds for Abilene site hosting OpenAI
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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
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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
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Oracle takes on $18bn in debt ahead of AI data center build-out
Big Red goes into the red, bigly
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Oracle appoints Clay Magouyrk and Mike Sicilia as co-CEOs
Safra Catz becomes executive vice chair of the board
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Oracle leads US TikTok acquisition consortium, as Trump extends shutdown deadline
Deal appears to finally be close
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Oracle has $455bn in remaining performance obligations at end of Q1 2026
Company sees strong growth despite missing Wall Street expectations