Cloud: Microsoft beendet laut einem Bericht den KI-Vertrag mit Oracle

Microsoft is reportedly ending a cloud computing agreement with Oracle, according to a Bloomberg news agency report. The decision comes as part of a broader review of the company's multi-billion dollar cloud partnerships, sources told Bloomberg. Microsoft has not renewed the contract and has been gradually shutting down capabilities over the past months.

Its hardware, based on Nvidia's older generation chips, no longer meets Microsoft's changing requirements. An Oracle spokesperson told Reuters that demand for the company's AI infrastructure remains strong, even for older generation graphics processors. Microsoft was initially unavailable for comment. The report adds to evidence that the software giant is rethinking its procurement of computing power to extract more value from its massive AI investments.

Iren, a cloud infrastructure company, announced on Thursday that it had delayed some infrastructure deliveries after Microsoft demanded changes to the network design. Bloomberg also suggests Microsoft is tightening control over certain cloud center projects, which are run by cloud providers like Iren, Nebius and Nscale, due to delays and rising costs.