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The Marked Chart Wire · Business
HotAI Infrastructure
Oracle and Cerebras Systems have agreed to integrate Cerebras' wafer-scale inference technology into Oracle Cloud Infrastructure. The service is scheduled to become available in 2027, though specific financial terms were not disclosed.
Part of a series: AI infrastructure partners announce new hardware and funding
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HotOracle OpenAI
Oracle and OpenAI announced a broader collaboration embedding ChatGPT and Codex into Oracle's cloud and database products. The deal covers AI agents, cybersecurity tools, and application development for both large enterprises and small businesses.
HotCloud Partnerships
The two companies will integrate Snowflake directly into Oracle Cloud Infrastructure. This allows customers to use unified billing and avoid cross-cloud data transfer fees.
HotIntel Oracle
Intel and Oracle announced a multiyear plan to integrate Intel's Diamond Rapids processors into Oracle Cloud Infrastructure. The collaboration targets enterprise AI workloads, though specific deployment dates and financial terms were not disclosed.
HotAI Infrastructure
Bank of America, Morgan Stanley, Blackstone, and Citi have announced a $63 billion financial structure to support broadband capacity and AI compute capabilities in partnership with Broadcom.
Amazon LEO
The FCC has given the green light to Amazon LEO's purchase of Globalstar, allowing the satellite communications merger to move forward.
HotQuantum Computing
Intel announced it will acquire Classiq to integrate software with its hardware, with the deal expected to close in the first half of 2027. The move aims to accelerate the development of commercially viable quantum computing systems.
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