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WHTop → 📋 News → Funding Concerns Mount Over Oracle’s AI Data Center Expansion
Funding Concerns Mount Over Oracle’s AI Data Center Expansion
📅 - Investment bank TD Cowen has warned that Oracle may need to take drastic steps to address growing concerns around its ability to finance one of the largest data center expansion programs in the technology sector. According to a recent TD Cowen research note, Oracle could seek to ease funding pressure by laying off as many as 30,000 employees and potentially divesting its health technology unit Cerner.
The warning comes as Oracle pushes forward with a massive data center construction program tied to a reported $300 billion, five-year infrastructure commitment to OpenAI, alongside additional builds for Meta and NVIDIA.
TD Cowen estimates Oracle's total infrastructure obligations across [...][... Check source for end of article ...]
📅 - D-Wave Advances Toward Broader Quantum Deployment - Quantum computing firm D-Wave Quantum enters 2026 with rising commercial traction, expanding infrastructure, and steady technology progress. New enterprise contracts, defense-sector collaborations, and geographic expansion indicate growing customer demand for practical quantum systems, positioning the company beyond experimental use toward broader real-world deployment.
At the technology level, D-Wave is extending the scope of its annealing-based quantum computing systems by strengthening integration with traditional computing approaches. Its hybrid solver platform now supports the direct insertion of machine learning models into quantum optimization workflows, allowing clients to [...]
📅 - Gartner: 35% of Countries Face Regional AI Lock-In by 2027 - A growing push for digital sovereignty is set to reshape the global artificial intelligence landscape, with Gartner predicting that by 2027, more than a third of countries will be locked into region-specific AI platforms.
According to the research firm, the share of nations effectively tied to localized AI ecosystems will rise sharply from just 5% today to 35% within the next three years, driven by geopolitical tensions, regulatory pressure, and national security concerns.
"Countries with digital sovereignty goals are increasing investment in domestic AI stacks as they look for alternatives to the closed U.S. model, including computing power, data centers, infrastructure and models [...]
📅 - Sharon AI Deploys 1K B200 Cluster at Melbourne Data Center - Australian neocloud provider Sharon AI has announced plans to deploy a 1,000-unit NVIDIA B200 GPU cluster at NEXTDC's Tier IV M3 data center in Melbourne, a move that significantly expands sovereign AI infrastructure capacity in Australia.
The deployment, delivered in collaboration with NEXTDC, Lenovo, and VAST Data, reflects growing demand from enterprises, governments, and research institutions for large-scale, locally hosted AI compute capable of supporting advanced workloads.
The new cluster will be housed at NEXTDC's M3 facility, a Tier IV-certified site designed for high-density, mission-critical workloads. According to the companies involved, the data center has been purpose-built [...]
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