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Oracle is a major enterprise software and cloud computing company, known for Oracle Database, PL/SQL, and GPU cloud infrastructure for AI workloads.
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Oracle 23ai and 26ai rewrite simple FETCH FIRST queries with ROWNUM under fix control 35915968, replacing the ROW_NUMBER() rewrite Oracle used since 12c. Upgrades from 19c change Top-N plan shapes, on evidence so far limited to one plan against the one-row DUAL table.
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Michael Burry swapped his Micron and Nebius shorts for put options expiring in June and September 2027, with Micron strikes near $500. His AI-bubble call now has a deadline and price levels that chip-stock holders can measure their own positions against.
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Google Threat Intelligence Group counted 10,740 vulnerability disclosures in August, more than double the monthly figure at the start of 2026. Exploitation is rising more slowly, so the first call on any budget reopened this quarter is triage capacity.
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OpenAI is in early talks to raise $30 billion at about $1.4 trillion, Bloomberg reported, 64% above its $852 billion valuation in March. The price lifts the stakes of SoftBank, Nvidia and Amazon on paper, while reports put the revenue run rate behind it anywhere from $40 billion to $70 billion.
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Oracle says it will absorb about $300 million in rising Point Beach nuclear power costs for more than 1 million Wisconsin utility customers. The pledge needs state regulators' approval and would make Oracle a party to the plant's power deal while it builds a data center in Port Washington.
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OpenJDK's interim AI policy, approved April 9, bars contributions with even one line of model-generated content but lets AI read and debug code. Java teams that contribute upstream have to sort their tools by the model behind them.
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Paramount's settlement with 12 states won court approval on Sept. 30, clearing the last legal hurdle to its roughly $111 billion Warner Bros. Discovery deal. The states' price is a consent decree adding at least $300 million a year of US film production spending, about 0.27% of the deal's value.
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Bitbucket Cloud's API tokens, which replace app passwords removed on 28 July 2026, expire after one year with no extension, a dev.to migration guide says. Teams that switch in July 2026 have set their next credential failure for July 2027 unless someone owns token rotation.
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Tencent signed a five-year lease worth about $7bn for 100,000 GPUs in Oracle's Southeast Asian data centers, the Financial Times reported. About 30 percent is due upfront, so chips that US export controls keep out of China still come with a purchase-sized cash bill.
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Tencent has reportedly agreed to pay Oracle about $7 billion over five years to rent 100,000 AI chips in Southeast Asia, with roughly 30% paid immediately. Oracle is burning cash, so the deal would give it money up front, and Tencent would get chips that never enter China.
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VUSec disclosed Branch Target Reuse, a Spectre-v2 attack on JIT engines whose Linux exploit leaks memory at 8 bytes a second. It bypassed every enabled mitigation, and the kernel's fix had already shipped in July.
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Andreessen Horowitz puts hyperscaler capex near $780 billion this year and tech at roughly 55% of US capital spending. Its charts also show free cash flow being squeezed, and the hyperscalers are relying more on debt to fund new chip capacity.
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ShinyHunters claims it holds fitness-for-work medical records, including blood and urine results, on about 60,000 current and former FBI staff. Test results and home addresses cannot be reset like a password, so containment now depends on the files staying unpublished.
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HPE now expects networking revenue to grow in the high teens to low 20s percent in fiscal 2027, up from the 14% to 17% it guided on its last earnings call. For enterprise buyers, the plan leans on AI data center racks sold whole and reaches campus accounts through a sales force that sells the full catalog.
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FBI told staff in an internal memo to assume hacking group ShinyHunters stole data on every employee after a claimed 2 to 3 terabyte breach of FBIjobs.gov. Until the bureau confirms the scale, staff and the job applicants the hackers say are also in the files have reason to treat their home addresses as exposed.
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Oracle will offer NetApp's Ontap storage as a native OCI service within 12 months, NetApp's fourth hyperscaler deal after Azure, AWS and Google Cloud. A storage team planning an Oracle move this quarter gets familiar Ontap tooling, on a launch date neither company has fixed.
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Intel, AMD and Arm say their IBPB barrier can block Branch Target Reuse, a Spectre v2 variant hitting all three, if JIT software calls it. Each kernel, browser and runtime that rewrites JIT code now has to add that call itself.
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OpenAI's annualized revenue run rate is nearing $70 billion, up more than 70% since the quarter began, Axios reported. That is only about $5 billion above Anthropic's July rate, and Anthropic's figure has kept rising, so ranking the two labs has to wait for their prospectuses.
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Google's Threat Intelligence Group counted 141 flaws exploited in the wild from January to August, while monthly disclosures doubled to 10,740. Patch teams do better sorting by that exploited set than by the total, though attackers now reach some public flaws within days.
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Oracle's Fusion Claw runtime powers 25 new agent apps that reconcile accounting entries and re-plan staffing, taking Fusion's agent portfolio to 75. Customers now decide, app by app, how much of that planning a language model may carry into their records without a person signing off.
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