Cloud

Oracle Inks Cloud Deal Worth $30 Billion a Year (yahoo.com) 12

Oracle has signed a landmark $30 billion annual cloud deal -- nearly triple the size of its current cloud infrastructure business -- with revenue expected to begin in fiscal year 2028. The deal was disclosed in a regulatory filing Monday without the customer being named. Bloomberg reports: "Oracle is off to a strong start" in its fiscal year 2026, Chief Executive Officer Safra Catz said in the filing. The company has signed "multiple large cloud services agreements," she said, adding that revenue from Oracle's namesake database that runs on other clouds continues to grow more than 100%.

The $30-billion deal ranks among the largest cloud contracts on record. That revenue alone would represent nearly three times the size of Oracle's current infrastructure business, which totaled $10.3 billion over the past four quarters. A major cloud contract awarded in 2022 from the US Defense Department, that runs through 2028 and could be worth as much as $9 billion, is split among four companies, including Oracle. That award was a shift after an earlier contract worth $10 billion was awarded to Microsoft and was contested in court.

Businesses

SoftBank's Son Pitches $1 Trillion Arizona AI Hub (reuters.com) 41

An anonymous reader quotes a report from Reuters: SoftBank Group founder Masayoshi Son is envisaging setting up a $1 trillion industrial complex in Arizona that will build robots and artificial intelligence, Bloomberg News reported on Friday, citing people familiar with the matter. Son is seeking to team up with Taiwan Semiconductor Manufacturing Co for the project, which is aimed at bringing back high-end tech manufacturing to the U.S. and to create a version of China's vast manufacturing hub of Shenzhen, the report said.

SoftBank officials have spoken with U.S. federal and state government officials to discuss possible tax breaks for companies building factories or otherwise investing in the industrial park, including talks with U.S. Secretary of Commerce Howard Lutnick, the report said. SoftBank is keen to have TSMC involved in the project, codenamed Project Crystal Land, but it is not clear in what capacity, the report said. It is also not clear the Taiwanese company would be interested, it said. TSMC is already building chipmaking factories in the U.S. with a planned investment of $165 billion. Son is also sounding out interest among tech companies including Samsung Electronics, the report said.

The plans are preliminary and feasibility depends on support from the Trump administration and state officials, it said. A commitment of $1 trillion would be double that of the $500 billion "Stargate" project which seeks to build out data centre capacity across the U.S., with funding from SoftBank, OpenAI and Oracle.

Government

Trump Extends TikTok Deadline For Third Time (cnbc.com) 69

President Trump will extend the deadline for ByteDance to divest TikTok's U.S. operations by another 90 days, marking the third extension since taking office. The extension aims to prevent a TikTok ban while negotiations with potential buyers like Oracle and Project Liberty continue. CNBC reports: "President Trump will sign an additional Executive Order this week to keep TikTok up and running," White House Press Secretary Karoline Leavitt said in a statement. "As he has said many times, President Trump does not want TikTok to go dark. This extension will last 90 days, which the Administration will spend working to ensure this deal is closed so that the American people can continue to use TikTok with the assurance that their data is safe and secure."

ByteDance was nearing the deadline of June 19, to sell TikTok's U.S. operations in order to satisfy a national security law that the Supreme Court upheld just a few days before Trump's second presidential inauguration. Under the law, app store operators like Apple and Google and internet service providers would be penalized for supporting TikTok. ByteDance originally faced a Jan. 19 deadline to comply with the national security law, but Trump signed an executive order when he first took office that pushed the deadline to April 5. Trump extended the deadline for the second time a day before that April mark. Trump told NBC News in May that he would extend the TikTok deadline again if no deal was reached, and he reiterated his plans on Thursday.

Java

UK Universities Sign $13.3 Million Deal To Avoid Oracle Java Back Fees (theregister.com) 30

An anonymous reader quotes a report from The Register: UK universities and colleges have signed a framework worth up to 9.86 million pounds ($13.33 million) with Oracle to use its controversial Java SE Universal Subscription model, in exchange for a "waiver of historic fees due for any institutions who have used Oracle Java since 2023." Jisc, a membership organization that runs procurement for higher and further education establishments in the UK, said it had signed an agreement to purchase the new subscription licenses after consultation with members. In a procurement notice, it said institutions that use Oracle Java SE are required to purchase subscriptions. "The agreement includes the waiver of historic fees due for any institutions who have used Oracle Java since 2023," the notice said.

The Java SE Universal Subscription was introduced in January 2023 to an outcry from licensing experts and analysts. It moved licensing of Java from a per-user basis to a per-employee basis. At the time, Oracle said it was "a simple, low-cost monthly subscription that includes Java SE Licensing and Support for use on Desktops, Servers or Cloud deployments." However, licensing advisors said early calculations to help some clients showed that the revamp might increase costs by up to ten times. Later, analysis from Gartner found the per-employee subscription model to be two to five times more expensive than the legacy model.

"For large organizations, we expect the increase to be two to five times, depending on the number of employees an organization has," Nitish Tyagi, principal Gartner analyst, said in July 2024. "Please remember, Oracle defines employees as part-time, full-time, temporary, agents, contractors, as in whosoever supports internal business operations has to be licensed as per the new Java Universal SE Subscription model." Since the introduction of the new Oracle Java licensing model, user organizations have been strongly advised to move off Oracle Java and find open source alternatives for their software development and runtime environments. A survey of Oracle users found that only one in ten was likely to continue to stay with Oracle Java, in part as a result of the licensing changes.

AI

OpenAI and UAE in Talks For Free ChatGPT Plus For All, Report Says (thenationalnews.com) 12

An anonymous reader shares a report: Negotiations are under way between the UAE and OpenAI that may make the company's ChatGPT Plus artificial intelligence chatbot available to all residents free of charge, though a final deal has not been reached.

An agreement involving ChatGPT Plus would be part of the recently announced Stargate UAE infrastructure plan to create an AI hub in Abu Dhabi, according to a source familiar with the country's AI strategy. Abu Dhabi's AI company G42 has partnered with OpenAI, Oracle and Nvidia to set up Stargate UAE, a 1-gigawatt computing cluster that will operate in the newly established 5GW UAE -- US AI Campus.

Java

Java Turns 30 (theregister.com) 100

Richard Speed writes via The Register: It was 30 years ago when the first public release of the Java programming language introduced the world to Write Once, Run Anywhere -- and showed devs something cuddlier than C and C++. Originally called "Oak," Java was designed in the early 1990s by James Gosling at Sun Microsystems. Initially aimed at digital devices, its focus soon shifted to another platform that was pretty new at the time -- the World Wide Web.

The language, which has some similarities to C and C++, usually compiles to a bytecode that can, in theory, run on any Java Virtual Machine (JVM). The intention was to allow programmers to Write Once Run Anywhere (WORA) although subtle differences in JVM implementations meant that dream didn't always play out in reality. This reporter once worked with a witty colleague who described the system as Write Once Test Everywhere, as yet another unexpected wrinkle in a JVM caused their application to behave unpredictably. However, the language soon became wildly popular, rapidly becoming the backbone of many enterprises. [...]

However, the platform's ubiquity has meant that alternatives exist to Oracle Java, and the language's popularity is undiminished by so-called "predatory licensing tactics." Over 30 years, Java has moved from an upstart new language to something enterprises have come to depend on. Yes, it may not have the shiny baubles demanded by the AI applications of today, but it continues to be the foundation for much of today's modern software development. A thriving ecosystem and a vast community of enthusiasts mean that Java remains more than relevant as it heads into its fourth decade.

AI

OpenAI Enters 'Tough Negotiation' With Microsoft, Hopes to Raise Money With IPO (msn.com) 9

OpenAI is currently in "a tough negotiation" with Microsoft, the Financial Times reports, citing "one person close to OpenAI."

On the road to building artificial general intelligence, OpenAI hopes to unlock new funding (and launch a future IPO), according to the article, which says both sides are at work "rewriting the terms of their multibillion-dollar partnership in a high-stakes negotiation...."

Microsoft, meanwhile, wants to protect its access to OpenAI's cutting-edge AI models... [Microsoft] is a key holdout to the $260bn start-up's plans to undergo a corporate restructuring that moves the group further away from its roots as a non-profit with a mission to develop AI to "benefit humanity". A critical issue in the deliberations is how much equity in the restructured group Microsoft will receive in exchange for the more than $13bn it has invested in OpenAI to date.

According to multiple people with knowledge of the negotiations, the pair are also revising the terms of a wider contract, first drafted when Microsoft first invested $1bn into OpenAI in 2019. The contract currently runs to 2030 and covers what access Microsoft has to OpenAI's intellectual property such as models and products, as well as a revenue share from product sales. Three people with direct knowledge of the talks said Microsoft is offering to give up some of its equity stake in OpenAI's new for-profit business in exchange for accessing new technology developed beyond the 2030 cut off...

Industry insiders said a failure of OpenAI's new plan to make its business arm a public benefits corporation could prove a critical blow. That would hit OpenAI's ability to raise more cash, achieve a future float, and obtain the financial resources to take on Big Tech rivals such as Google. That has left OpenAI's future at the mercy of investors, such as Microsoft, who want to ensure they gain the benefit of its enormous growth, said Dorothy Lund, professor of law at Columbia Law School.

Lund says OpenAI's need for investors' money means they "need to keep them happy." But there also appears to be tension from how OpenAI competes with Microsoft (like targeting its potential enterprise customers with AI products). And the article notes that OpenAI also turned to Oracle (and SoftBank) for its massive AI infrastructure project Stargate. One senior Microsoft employee complained that OpenAI "says to Microsoft, 'give us money and compute and stay out of the way: be happy to be on the ride with us'. So naturally this leads to tensions. To be honest, that is a bad partner attitude, it shows arrogance."

The article's conclusion? Negotiating new deal is "critical to OpenAI's restructuring efforts and could dictate the future of a company..."
IT

Open Document Format Turns 20 (theregister.com) 33

The Open Document Format reached its 20th anniversary on May 1, marking two decades since OASIS approved the XML-based standard originally developed by Sun Microsystems from StarOffice code. Even as the format has seen adoption by several governments including the UK, India, and Brazil, plus organizations like NATO, Microsoft Office's proprietary formats remain the de facto standard.

Microsoft countered ODF by developing Office Open XML, eventually getting it standardized through Ecma International. "ODF is much more than a technical specification: it is a symbol of freedom of choice, support for interoperability and protection of users from the commercial strategies of Big Tech," said Eliane Domingos, Chair of the Document Foundation, which oversees LibreOffice -- a fork created after Oracle acquired Sun.
Open Source

Redis Returns To Open Source After Year-Long Proprietary Detour (thenewstack.io) 24

Redis, the popular in-memory data store, has returned to open source licensing with Redis 8 now available under the AGPL v3 license. The move reverses last year's controversial shift to proprietary licensing schemes (RSALv2 and SSPLv1) that aimed to force major cloud providers to pay for offering Redis as a managed service.

The decision follows significant market pressure, including AWS, Google, and Oracle backing the Valkey fork, which gained momentum in the open source community.

Redis believes the AGPL license provides sufficient protection from cloud providers while satisfying open source requirements. Redis 8 will incorporate vector sets and integrate previously separate Redis Stack features including JSON, Time Series, and probabilistic data support.
Oracle

Oracle Engineers Caused Days-Long Software Outage at US Hospitals (cnbc.com) 56

Oracle engineers mistakenly triggered a five-day software outage at a number of Community Health Systems hospitals, causing the facilities to temporarily return to paper-based patient records. From a report: CHS told CNBC that the outage involving Oracle Health, the company's electronic health record (EHR) system, affected "several" hospitals, leading them to activate "downtime procedures." Trade publication Becker's Hospital Review reported that 45 hospitals were hit.

The outage began on April 23, after engineers conducting maintenance work mistakenly deleted critical storage connected to a key database, a CHS spokesperson said in a statement. The outage was resolved on Monday, and was not related to a cyberattack or other security incident. CHS is based in Tennessee and includes 72 hospitals in 14 states, according to the medical system's website.

Open Source

Arch Linux Is the Latest Distro Replacing Redis with Valkey (phoronix.com) 34

In NoSQL database news, Arch Linux "is the latest Linux distribution replacing its Redis packages with the Valkey fork," reports Phoronix.

Valkey is backed by the Linux Foundation, Google, Amazon Web Services, and Oracle, which the article points out is due to Redis's decision last year to shift the upstream Redis license from a BSD 3-clause to RSALv2 and SSPLv1. Valkey is replacing Redis in the Arch Linux extra repository and after a two week period the Redis package will be moved out to AUR and receive no further updates. Users are encouraged to migrate to Valkey as soon as possible.
AI

Microsoft AI Chief Sees Advantage in Building Models '3 or 6 Months Behind' (cnbc.com) 27

Microsoft's AI chief Mustafa Suleyman says the company has deliberately chosen to build AI models "three or six months behind" cutting-edge developments, citing cost savings and more focused implementation. "It's cheaper to give a specific answer once you've waited for the first three or six months for the frontier to go first. We call that off-frontier," Suleyman told CNBC.

"That's actually our strategy, is to really play a very tight second, given the capital-intensiveness of these models." Microsoft owns substantial Nvidia GPU capacity but sees no need to develop "the absolute frontier, the best model in the world first," as it would be "very, very expensive" and create unnecessary duplication, Suleyman said.

Despite its $13.75 billion investment in OpenAI, Microsoft added the startup to its list of competitors in July 2024. OpenAI subsequently announced a partnership with Oracle on its $500 billion Stargate project, departing from exclusive reliance on Microsoft's Azure cloud. "Look, it's absolutely mission-critical that long-term, we are able to do AI self-sufficiently at Microsoft," Suleyman said, while stressing the partnership with OpenAI would continue "until 2030 at least."
Oracle

Oracle Tells Clients of Second Recent Hack, Log-In Data Stolen 16

An anonymous reader shares a report: Oracle has told customers that a hacker broke into a computer system and stole old client log-in credentials, according to two people familiar with the matter. It's the second cybersecurity breach that the software company has acknowledged to clients in the last month.

Oracle staff informed some clients this week that the attacker gained access to usernames, passkeys and encrypted passwords, according to the people, who spoke on condition that they not be identified because they're not authorized to discuss the matter. Oracle also told them that the FBI and cybersecurity firm CrowdStrike are investigating the incident, according to the people, who added that the attacker sought an extortion payment from the company. Oracle told customers that the intrusion is separate from another hack that the company flagged to some health-care customers last month, the people said.
Oracle

Oracle Health Breach Compromises Patient Data At US Hospitals 5

A breach of legacy Cerner servers at Oracle Health exposed patient data from multiple U.S. hospitals and healthcare organizations, with threat actors using compromised customer credentials to steal the data before it had been migrated to Oracle Cloud. Despite confirming the breach privately, Oracle Health has yet to publicly acknowledge the incident. BleepingComputer reports: Oracle Health, formerly known as Cerner, is a healthcare software-as-a-service (SaaS) company offering Electronic Health Records (EHR) and business operations systems to hospitals and healthcare organizations. After being acquired by Oracle in 2022, Cerner was merged into Oracle Health, with its systems migrated to Oracle Cloud. In a notice sent to impacted customers and seen by BleepingComputer, Oracle Health said it became aware of a breach of legacy Cerner data migration servers on February 20, 2025.

"We are writing to inform you that, on or around February 20, 2025, we became aware of a cybersecurity event involving unauthorized access to some amount of your Cerner data that was on an old legacy server not yet migrated to the Oracle Cloud," reads a notification sent to impacted Oracle Health customers. Oracle says that the threat actor used compromised customer credentials to breach the servers sometime after January 22, 2025, and copied data to a remote server. This stolen data "may" have included patient information from electronic health records. However, multiple sources told BleepingComputer that it was confirmed that patient data was stolen during the attack.

Oracle Health is also telling hospitals that they will not notify patients directly and that it is their responsibility to determine if the stolen data violates HIPAA laws and whether they are required to send notifications. However, the company says they will help identify impacted individuals and provide templates to help with notifications.
AI

SoftBank May Pledge More Than $1 Trillion for AI Effort in US, Nikkei Says (msn.com) 21

SoftBank Group plans to create industrial parks for AI across the US and is considering an investment of more than $1 trillion, Nikkei reported. From a report: Founder and Chief Executive Officer Masayoshi Son is expected to visit the US to discuss his ideas for such industrial parks, the newspaper said. The factories would likely use AI-equipped robots that would operate autonomously because of labor shortages in the country, according to the report.

Son teamed up with OpenAI and Oracle in January to unveil a $100 billion joint venture to fund AI infrastructure in the US, one of the first such pledges after Donald Trump became president. They said at the time they would deploy $100 billion immediately with the goal of increasing that to at least $500 billion for data centers and physical campuses.

Privacy

Oracle Customers Confirm Data Stolen In Alleged Cloud Breach Is Valid (bleepingcomputer.com) 20

An anonymous reader quotes a report from BleepingComputer: Despite Oracle denying a breach of its Oracle Cloud federated SSO login servers and the theft of account data for 6 million people, BleepingComputer has confirmed with multiple companies that associated data samples shared by the threat actor are valid. Last week, a person named 'rose87168' claimed to have breached Oracle Cloud servers and began selling the alleged authentication data and encrypted passwords of 6 million users. The threat actor also said that stolen SSO and LDAP passwords could be decrypted using the info in the stolen files and offered to share some of the data with anyone who could help recover them.

The threat actor released multiple text files consisting of a database, LDAP data, and a list of 140,621 domains for companies and government agencies that were allegedly impacted by the breach. It should be noted that some of the company domains look like tests, and there are multiple domains per company. In addition to the data, rose87168 shared an Archive.org URL with BleepingComputer for a text file hosted on the "login.us2.oraclecloud.com" server that contained their email address. This file indicates that the threat actor could create files on Oracle's server, indicating an actual breach. However, Oracle has denied that it suffered a breach of Oracle Cloud and has refused to respond to any further questions about the incident.

"There has been no breach of Oracle Cloud. The published credentials are not for the Oracle Cloud. No Oracle Cloud customers experienced a breach or lost any data," the company told BleepingComputer last Friday. This denial, however, contradicts findings from BleepingComputer, which received additional samples of the leaked data from the threat actor and contacted the associated companies. Representatives from these companies, all who agreed to confirm the data under the promise of anonymity, confirmed the authenticity of the information. The companies stated that the associated LDAP display names, email addresses, given names, and other identifying information were all correct and belonged to them. The threat actor also shared emails with BleepingComputer, claiming to be part of an exchange between them and Oracle.

China

Is Oracle Closer to Running TikTok? (politico.com) 34

America's Vice President "expressed confidence Friday that a deal to sell TikTok and keep the social media app running in the U.S. would largely be in place by an April deadline," reports NBC News. (Specifically the Vice President said "There will almost certainly be a high-level agreement that I think satisfies our national security concerns, allows there to be a distinct American TikTok enterprise.")

The article adds that TikTok owner ByteDance "has not publicly confirmed negotiations with any potential U.S. buyer, nor has it confirmed its willingness to sell TikTok to a U.S. bidder." But ByteDance "favors" a deal with Oracle, according to an X.com post on Thursday from tech-publication The Information.

And today Politico adds that Oracle "is accelerating talks with the White House on a deal to run TikTok, though significant concerns remain about what role the app's Chinese founders will play in its ongoing U.S. operation, according to three people familiar with the discussions." [Oracle's discussions are happening] amid ongoing warnings from congressional Republicans and other China hawks that any new ownership deal — if it keeps TikTok's underlying technology in Chinese hands — could be only a surface-level fix to the security concerns that led to last year's sweeping bipartisan ban of the app. Key lawmakers, including concerned Republicans, are bringing in Oracle this week to discuss the possible deal and rising national security concerns, according to four people familiar with the meetings. One of the three people familiar with the discussions with Oracle said the deal would essentially require the U.S. government to depend on Oracle to oversee the data of American users and ensure the Chinese government doesn't have a backdoor to it — a promise the person warned would be impossible to keep.

"If the Oracle deal moves forward, you still have this [algorithm] controlled by the Chinese...."

The data security company HaystackID, which serves as independent security inspectors for TikTok U.S., said in February that it has found no indications of internal or external malicious activity — nor has it identified any protected U.S. user data that has been shared with China.

Earth

Ellison's Half-Billion-Dollar Quest To Change Farming Has Been a Bust (msn.com) 63

Oracle founder Larry Ellison's agricultural technology venture Sensei Ag has largely failed to deliver on its ambitious goals despite costing more than half a billion dollars, more than he spent to purchase Hawaii's Lanai island itself. Eight years after its founding, little of the revolutionary technology Sensei promised - including AI crop breeding, robotic harvesting, and advanced sensors - is being utilized in its six greenhouses on Lanai, according to WSJ.

The company has faced numerous setbacks, including greenhouses that weren't built to withstand Lanai's strong winds, solar panels that malfunctioned, and executives with limited agricultural experience. Far from its original mission to "feed the world," Sensei currently grows lettuce and cherry tomatoes primarily for Hawaii's local market, while its Canadian operations supply some East Coast supermarkets. The company has pivoted to focus on developing software and robotics at test centers in Southern California, aiming to eventually license technology packages to other indoor farms.
Microsoft

Microsoft Dropped Some AI Data Center Leases, TD Cowen Says (yahoo.com) 10

Microsoft has canceled some leases for US data center capacity, according to TD Cowen, raising broader concerns over whether it's securing more AI computing capacity than it needs in the long term. From a report: OpenAI's biggest backer has voided leases in the US totaling "a couple of hundred megawatts" of capacity -- the equivalent of roughly two data centers -- canceling agreements with at least a couple of private operators, the US brokerage wrote Friday, citing "channel checks" or inquiries with supply chain providers. TD Cowen said its checks also suggest Microsoft has pulled back on converting so-called statements of qualifications, agreements that usually lead to formal leases.

Microsoft in a statement on Monday reiterated its spending target for the fiscal year ending June, but declined to comment on TD Cowen's note. Exactly why Microsoft may be pulling some leases is unclear. TD Cowen posited in a second report on Monday that OpenAI is shifting workloads from Microsoft to Oracle as part of a relatively new partnership. The tech giant is also among the largest owners and operators of data centers in its own right and is spending billions of dollars on its own capacity. TD Cowen separately suggested that Microsoft may be reallocating some of that in-house investment to the US from abroad.

Oracle

Oracle's Ellison Calls for Governments To Unify Data To Feed AI (msn.com) 105

Oracle co-founder and chairman Larry Ellison said governments should consolidate all national data for consumption by AI models, calling this step the "missing link" for them to take full advantage of the technology. From a report: Fragmented sets of data about a population's health, agriculture, infrastructure, procurement and borders should be unified into a single, secure database that can be accessed by AI models, Ellison said in an on-stage interview with former British Prime Minister Tony Blair at the World Government Summit in Dubai.

Countries with rich population data sets, such as the UK and United Arab Emirates, could cut costs and improve public services, particularly health care, with this approach, Ellison said. Upgrading government digital infrastructure could also help identify wastage and fraud, Ellison said. IT systems used by the US government are so primitive that it makes it difficult to identify "vast amounts of fraud," he added, pointing to efforts by Elon Musk's team at the Department of Government Efficiency to weed it out.

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