FILE PHOTO: Microsoft is winding down its arrangement to rent AI computing capacity from Oracle, according to a Bloomberg News report.
| Photo Credit:
GONZALO FUENTES
Microsoft is winding down an
arrangement to rent AI computing from Oracle as part of
a larger reassessment of billions of dollars in cloud
partnerships, Bloomberg News reported on Friday, citing people
familiar with the matter.
Oracle shares were down nearly 3% in afternoon trading,
while Microsoft was little changed.
Microsoft has been turning off rented computing capacity
from Oracle in recent months after declining to renew the
contract, according to the report.
Over time, the computing capacity Microsoft was renting
became less valuable as it no longer met the company’s evolving
needs, the report added.
Microsoft and Oracle did not immediately respond to Reuters’
requests for comment.
Published on November 6, 2026
