Wall St Engine(@wallstengine):$MSFT WINDS DOWN AI CLOUD DEAL WITH $ORCL Microsoft has reportedly declined to renew its 2023 agreement to rent AI computing capacity from Oracle and has been gradually shutting down that capacity in recent months, Bloomberg reports. The deal was originally intended to power an AI-enhanced version of Bing. However, the Oracle servers used older-generation Nvidia GPUs that no longer met Microsoft's computing specifications. Oracle says demand for its AI infrastructure remains strong, including for older-generation GPUs.

2026.11.06 17:54

$MSFT WINDS DOWN AI CLOUD DEAL WITH $ORCL Microsoft has reportedly declined to renew its 2023 agreement to rent AI computing capacity from Oracle and has been gradually shutting down that capacity in recent months, Bloomberg reports. The deal was originally intended to power an AI-enhanced version of Bing. However, the Oracle servers used older-generation Nvidia GPUs that no longer met Microsoft's computing specifications. Oracle says demand for its AI infrastructure remains strong, including for older-generation GPUs.