Microsoft Gradually Terminates AI Computing Power Rental Agreement with Oracle

Microsoft is gradually terminating its agreement to rent AI computing resources from Oracle, shutting down related computing power in recent months after refusing to renew the contract. The reason is that Oracle's hardware uses older-generation NVIDIA chips, which no longer meet Microsoft's specifications. This move is part of Microsoft's comprehensive reassessment of its multi-billion dollar cloud partnerships, having previously invested over $80 billion in renting computing power from cloud companies like CoreWeave, Nscale, and Nebius. An Oracle spokesperson stated that the market demand for its AI infrastructure, including early GPUs, remains strong; Microsoft declined to comment.

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