● InfraNov 7, 2026 · 01:058 sources

Sources: Microsoft has been turning off rented computing capacity from Oracle after declining to renew a 2023 deal, because the hardware used older Nvidia chips (Brody Ford/Bloomberg)

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Microsoft has been turning off rented computing capacity from Oracle. This action followed Microsoft declining to renew a 2023 deal because the hardware used older Nvidia chips.

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Sources

• techmeme.com
• ·@edzitron
• ·huggingnews
• ·marketbrief.now

+ 5 more

1. SUPPORT@financialjuice · Nov 7, 12:39 AM · “Oracle maintains that demand for its AI infrastructure remains strong, including for older GPUs, and said in September that some four-year-old GPU contracts were being renewed at a 20% premium to original pricing” · x.com
2. SUPPORT@kobeissiletter · Nov 7, 12:43 AM · “Oracle is now down -68% from its record high” · x.com
3. SUPPORT@negligible_cap · Nov 7, 12:40 AM · “The Oracle hardware used older-generation Nvidia Corp. chips” · x.com
4. SUPPORT@realnickmugalli · Nov 7, 12:40 AM · “$ORCL -5%💀” · x.com
5. SUPPORT@ljkawa · Nov 7, 12:46 AM · “Virtually all color and indicators we’ve had on asset quality/residual value has been uniformly positive until now” · x.com

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