Hyperscale providers are at the centre of global digital infrastructure. DC Byte’s 2025 Global Data Centre Index [email wall] estimates that public cloud, social media, and AI workloads account for nearly 70% of global data centre demand. Their build and leasing decisions shape where power networks are reinforced or need alteration/expansion, where national, state or […]
Google Cloud has picked up another major contract to deliver secure, sovereign cloud services to a military agency, only a few months after it signed a similar deal with the UK Ministry of Defence (MoD). The agreement will see the Nato Communication and Information Agency (NCIA) use Google Distributed Cloud (GDC), an air-gapped system built […]
Oracle expects its cloud infrastructure business to create $166 billion in revenue by fiscal year 2030, accounting for nearly three-quarters of its total sales, the company says. Reuters reported that the forecast was shared by Chief Executive Officer Clay Magouyrk during a meeting with analysts on Thursday, when he said new cloud bookings are coming […]
Oracle has shared new details on its UK investment programme, first announced in March, which includes AI services and a sovereign cloud platform. Earlier this year, the company pledged $5 billion to expand Oracle Cloud Infrastructure (OCI) in the UK and support government efforts around AI adoption. The latest update highlights progress on a sovereign […]
Oracle has shared new details on its UK investment programme, first announced in March, which includes AI services and a sovereign cloud platform. Earlier this year, the company pledged $5 billion to expand Oracle Cloud Infrastructure (OCI) in the UK and support government efforts around AI adoption. The latest update highlights progress on a sovereign […]
Oracle’s stock jumped in value more than 40% on Wednesday, lifting the company’s share price to a record high and placing the company in striking distance of a trillion-dollar market value. The surge also sent Oracle co-founder Larry Ellison’s wealth soaring, narrowing the gap between him and Elon Musk in the contest to be the […]
Oracle has rolled out OpenAI’s GPT-5 in its databases and SaaS products, including Fusion Cloud Applications, NetSuite, and industry-specific tools like Oracle Health. The update is aimed at tying business data more closely to AI so companies can use its reasoning abilities and support for coding inside workflows. GPT-5 is OpenAI’s newest model, built to […]
Oracle is reducing staff in its cloud division, a move aimed at managing costs while the company continues to pour money into AI infrastructure. Sources familiar with the matter said employees were told this week that their positions had been cut. Some of the layoffs were tied to performance, and hiring is still underway in […]
Microsoft’s close partnership with OpenAI has been a major factor in its recent growth. Exclusive access to OpenAI’s models has boosted Azure’s performance and helped lift Microsoft’s market value to nearly $4 trillion. For the April-June quarter, Azure revenue is expected to rise 34.8%, matching Microsoft’s own forecast and slightly ahead of the previous quarter’s […]
Oracle is set to expand into Indonesia by leasing data centre space from DayOne Data Centres, according to people with knowledge of the deal. The move would mark Oracle’s first cloud services operation in the country and deepen its relationship with a regional player that counts ByteDance as its biggest client. DayOne, based in Singapore, […]