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Oracle troubles rise as Microsoft scraps deal; software giant rethinks cloud deals
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Microsoft's decision to terminate its AI partnership with Oracle Corp has significantly impacted Oracle's capacity utilization. This shift occurs after Microsoft deactivated server capacity and reassessed cloud commitments exceeding $80 billion. Consequently, Oracle's push in AI data centers has resulted in a dip in free cash flow, leading to a stock decline of over 50% since June.
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Oracle troubles rise as Microsoft scraps deal; software giant rethinks cloud deals
TOI TECH DESK · 11/6/2026, 7:42:10 PM
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