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Work & Labor · 4 min read

Oracle Lays Off 21,000 as AI Automation Hits Fastest Pace Yet

Oracle is cutting 21,000 jobs — its largest single workforce reduction — as AI automation tools hit a sector pace of 450 tech layoffs per day, 4.5 times last year's total.

Oct 30

Manufacturing & Industry · 4 min read

Oracle Launches AI Agents to Automate Supply Chain Decisions and Shipment Optimization

Oracle introduced AI agents to automate supply chain decisions and shipment optimization — its most direct push yet into autonomous supply chain execution.

Oct 27

Finance & Banking · 4 min read

AI Debt Jitters Spark $9 Billion Weekly Surge in Credit Default Swap Trading

Investors are buying default insurance on AI-linked borrowers at record pace — $9B in weekly CDS trades in September, up from under $2B in July. Oracle hit 322bp and SpaceX reached a record 226bp.

Oct 27

Business & Enterprise · 3 min read

OpenAI Misses Revenue and User Growth Targets, Rattling AI Infrastructure Stocks

OpenAI missed multiple monthly revenue targets in 2026 and fell short of its billion-user ChatGPT goal, triggering a selloff in Nvidia, Oracle, and AMD.

Apr 29

Business & Enterprise · 3 min read

Microsoft and OpenAI End Exclusivity Deal — OpenAI Can Now Work With Any Cloud Provider

Microsoft and OpenAI have amended their partnership, ending Microsoft's exclusive access to OpenAI models and freeing OpenAI to deploy on any cloud — including AWS, Google Cloud, and Oracle.

Apr 28

Energy & Climate · 5 min read

Bloom Energy and Oracle Are Building On-Site AI Power Plants to Bypass a Broken Grid

Oracle contracted 2.8 gigawatts from Bloom Energy's fuel cells because the grid interconnection queue is too slow—a structural shift that is turning hyperscalers into their own utilities.

Apr 23

Energy & Climate · 4 min read

Oracle and Bloom Energy Ink 2.8 GW Deal to Power AI Data Centers with Off-Grid Fuel Cells

Oracle has contracted up to 2.8 gigawatts of power from Bloom Energy's stationary fuel cells for AI data centers — bypassing utility interconnection queues that average four years and establishing off-grid power as a mainstream AI infrastructure strategy.

Apr 22

Energy & Climate · 3 min read

Bloom Energy and Oracle Are Building AI Data Centers That Bypass the Power Grid

Bloom Energy and Oracle have partnered to supply AI data centers with on-site fuel cell power — deployable in weeks, not years. Bloom shares surged 15% on news that the deal sidesteps grid bottlenecks blocking AI compute expansion.

Apr 20

Energy & Climate · 3 min read

Bloom Energy and Oracle Partner to Build Off-Grid AI Data Center Power with Fuel Cells

Bloom Energy and Oracle are powering AI data centers with on-site fuel cells that can be deployed in weeks, bypassing the years-long utility grid expansion that is the primary bottleneck for AI infrastructure growth.

Apr 19

Energy & Climate · 3 min read

Bloom Energy and Oracle Are Building Off-Grid Power for AI Data Centers

Bloom Energy and Oracle are deploying solid oxide fuel cells to power AI data centers without grid interconnection — a pivot driven by U.S. grid queues now measured in years.

Apr 18