Microsoft Pulls The Plug On Oracle AI Rental As Post-Election Data Center Fallout Spreads More bad news for Oracle. About an hour after we checked in with Oracle's PR team on how that whole " force majeure is commonplace" thing was working out...
Hey guys, any updates here? — zerohedge (@zerohedge) November 6, 2026 ... we got our answer, just not from Oracle : Guess not: *MICROSOFT IS WINDING DOWN ORACLE DEAL TO RENT AI CLOUD CAPACITY — zerohedge (@zerohedge) November 6, 2026 According to Bloomberg , Microsoft has spent recent months switching off the computing capacity it rented from Oracle after declining to renew the contract.
The reason is about as unflattering as it gets for a company that has staked its balance sheet on AI infrastructure: the Oracle hardware ran on older-generation Nvidia chips and, over time, "no longer fit the company's specifications."