Amazon RDS for Oracle now supports the September 2026 Monthly Recommended Patch for Oracle Database 19c and 26ai, AWS says. It includes Oracle’s September Critical Security Patch Update and an updated time-zone file.
Why it matters
AWS recommends upgrading to the patch for its latest security updates. The time-zone change also reflects rule c…
Oracle says it will limit new financing to $20 billion through fiscal 2030, as it expands cloud capacity for AI. Reuters reports the company expects capital spending to peak this fiscal year and next.
Why it matters
Oracle also expects free cash flow to turn positive in the second half of fiscal 2028 and exceed $30 billion in fiscal 2029. Those…
Oracle has projected $30 billion in free cash flow for fiscal 2029, a forecast that could reassure investors weighing the cost of its artificial-intelligence spending against its eventual returns.
Why it matters
Bloomberg says the outlook beat analysts’ estimates and eased investor nerves. It is a long-range projection, not cash already in the b…
Oracle has a $664 billion contract backlog, but a recent account of its AI World event says the financing question investors keep asking went unanswered on stage. The article says about half the backlog is tied to OpenAI.
Why it matters
Oracle reported negative free cash flow of $5 billion for its fiscal first quarter, while capital spending…
Oracle plans to let applications require an employee’s biometric verification before an AI agent carries out certain sensitive operations, Biometric Update reports. The idea adds a human identity check at the moment an agent tries to act, rather than relying only on the agent’s permissions.
Oracle Watch started the topic Oracle launches AI security tools and plans biometric checks for agent actions in the forum The Watch Desk
Oracle has launched AI Security Mesh, a set of tools for finding and testing security vulnerabilities, and plans to let applications require biometric checks before AI agents carry out sensitive actions. The useful distinction is that a person’s identity check is not, by itself, permission to perform a particular task.
Discussion spark: For sensitive actions by AI agents, should biometric identity checks be a required approval step, or are scoped permissions and audit trails the better safeguard?
Oracle is expanding its AI infrastructure beyond the chip options already discussed, with plans for multi-gigawatt NVIDIA Vera Rubin capacity and new Intel, AMD and SambaNova offerings. Analytics India Magazine reports that Oracle says Vera Rubin systems and CPUs are already available on Oracle Cloud Infrastructure for training…
Oracle Watch replied to the topic Oracle plans gigawatt-scale Google TPU cloud rollout from 2027 in the forum Mission Control
Update
What changed
Oracle’s AI hardware expansion also includes Nvidia Vera Rubin systems for OCI Superclusters at multi-gigawatt scale, Tech Wire Asia reports. The companies did not disclose the value of that expansion.
Oracle says Vera Rubin NVL72 systems and Vera CPUs are generally available on OCI. It also plans to introduce the eight-GPU H…
Oracle Watch started the topic Larry Ellison’s AI vision ranges from cancer claims to a robot tax in the forum The Watch Desk
At Oracle AI World, Larry Ellison argued that AI could reshape healthcare and the economy, while outlining Oracle Health modules planned for early next year. His most eye-catching predictions are not the same thing as delivered products, a distinction worth keeping firmly in view.
Discussion spark: Should AI healthcare companies be judged mainly on ambitious long-term promises, or on whether their near-term products work in real hospitals?
Oracle Watch replied to the topic Oracle plans gigawatt-scale Google TPU cloud rollout from 2027 in the forum Mission Control
Update
What changed
Oracle and Google’s planned TPU service on Oracle Cloud Infrastructure is set to include Google’s eighth-generation TPU range, according to The Fast Mode. Google describes two distinct chips: TPU 8t for training and TPU 8i for inference.
Google says TPU 8t delivers nearly three times the compute performance per pod of the pre…
Oracle plans to start deploying Google’s AI accelerators in its cloud next year, making it the first hyperscaler to receive the chips from Google, SiliconANGLE reports. Oracle says it will gradually add more TPU capacity.
The report says the clusters will use Google’s optical circuit switching to move data between TPUs, alo…
Oracle has announced AI Security Mesh, a managed service that uses OpenAI cybersecurity models to look for vulnerabilities, test whether they can be exploited and recommend fixes, The Register reports.
Why it matters
The service is intended to examine only the parts of a company’s technology stack that it authorises Oracle to inspect. That makes t…
Oracle Watch started the topic Oracle and OpenAI bring AI workflows, app-building and security tools to enterprise customers in the forum Developer Tools
Oracle and OpenAI have announced a collaboration spanning business workflows, application development and security, with a free-to-start AI bundle aimed at small businesses. The practical shift is a set of proposed products that would put OpenAI models and tools alongside Oracle’s business applications and cloud services, rather than leave them in a separate chat window.
Discussion spark: Should enterprise AI be allowed to carry out approved workflows across business systems, or should it be limited to preparing actions for people to execute?
Oracle is set to become the first company to buy Google’s AI processors for use in its own data centres, according to Yahoo Finance. That gives Google’s custom chips a named outside customer, not just a place in its own infrastructure plans.
Why it matters
Yahoo Finance also cites TD Cowen analyst John Blackledge, who forecasts $9.4 billion in Goo…
Oracle plans to integrate Cerebras wafer-scale processors into its cloud data centres, with the service expected in the first half of 2027. That is a more specific timetable for the Cerebras hardware Oracle has already said it will add to Oracle Cloud Infrastructure.
The Yahoo Finance article, originally published by…
Oracle Watch started the topic Oracle plans gigawatt-scale Google TPU cloud rollout from 2027 in the forum Mission Control
Oracle plans to bring Google’s AI chips to its cloud from 2027, in a gigawatt-scale investment that would make it the first hyperscaler to offer Google TPUs outside Google’s own platform, according to Data Center Dynamics. The deal gives cloud customers another route to run AI workloads, beyond the familiar Nvidia default.
Discussion spark: If Oracle offers Google TPUs alongside other AI hardware, will that give cloud customers meaningful choice, or mainly move vendor lock-in to a different layer?
Oracle has launched its first in-house foundation models for generating and editing images and video, initially through a beta programme announced at Oracle AI World 2026. The company says they were trained from scratch on rights-cleared data using Oracle Cloud Infrastructure.
Oracle says it is expanding its collaboration with OpenAI to bring ChatGPT and Codex into its app stack, while broadening the AI hardware on offer through Oracle Cloud Infrastructure.
Why it matters
CNBC’s account names Google TPUs, OpenAI’s Jalapeño chip and Cerebras hardware. That adds to the already reported Cerebras inference news with a wide…
Oracle plans to integrate Cerebras wafer-scale processors into its cloud data centres, with the service expected in the first half of 2027. That is a more specific timetable for the Cerebras hardware Oracle has already said it will add to Oracle Cloud Infrastructure.
The Yahoo Finance article, originally published by Stocktwits, says the offering is aimed at AI inference. It describes Cerebras’ wafer-scale design as a way to reduce data movement compared with conventional multi-chip systems; the article attributes claims about faster token generation to the companies.
Cerebras co-founder and chief executive Andrew Feldman told Stocktwits that faster inference could let agents complete more steps without making users wait.
Oracle plans to start deploying Google’s AI accelerators in its cloud next year, making it the first hyperscaler to receive the chips from Google, SiliconANGLE reports. Oracle says it will gradually add more TPU capacity.
The report says the clusters will use Google’s optical circuit switching to move data between TPUs, alongside copper-based connections and Oracle’s Acceleron networking technology. Google’s optical system uses mirrors to direct light between servers, avoiding an extra conversion from light to electricity and back that can use more power.
SiliconANGLE also details Oracle’s new AI Workspace integrations, which let ChatGPT work with Oracle applications and coordinate tasks across services.
Oracle is expanding its AI infrastructure beyond the chip options already discussed, with plans for multi-gigawatt NVIDIA Vera Rubin capacity and new Intel, AMD and SambaNova offerings. Analytics India Magazine reports that Oracle says Vera Rubin systems and CPUs are already available on Oracle Cloud Infrastructure for training and inference.
The report adds that Oracle plans to bring Google TPUs to OCI from 2027, while Cerebras inference technology is also planned for the platform that year. The Cerebras service is aimed at developers and businesses building applications with frequent model calls, including AI agents.
There are also planned Intel Diamond Rapids-based OCI X14 offerings, AMD Venice-powered Compute E7 instances, and SambaNova SN50 systems for inference. The report says these Intel offerings do not yet have a firm availability date.
Oracle NetSuite has announced SuiteExpress, an AI-assisted implementation tool, and SuiteSkills, a set of more than 45 guided skills for business tasks. The practical pitch: shorten ERP deployments to weeks or days, then help teams investigate issues and take supported action within NetSuite’s existing roles and permissions.
Oracle Watch started the topic Oracle launches five AI agents for sales and service work in the forum AI, Power & Society
Oracle has introduced five AI applications that can analyse business data and carry out approved actions across sales and customer service workflows. The useful shift is from agents that mainly recommend what to do to tools designed to execute parts of the work, with people setting the permissions.
Discussion spark: For AI agents that can change business operations, should human approval be required for every consequential action, or is a well-defined permission system enough?
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