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Jul 23, 2026

Oracle signs 10-year Pentagon software contract worth up to $7 billion

The Pentagon signed a 10-year software contract with Oracle worth up to $7 billion, marking a major government technology deal.

Jul 23, 2026·1 source
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Jul 12, 2026

S&P Global Downgrades Oracle Credit Rating to BBB- Over OpenAI Dependency Risk

S&P Global downgraded Oracle's credit rating to BBB-, one notch above junk status, citing OpenAI's concentration risk as the AI company accounts for roughly half of Oracle's $638 billion in contractual obligations.

Jul 12, 2026·1 source
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Apr 7, 2026

Uber Expands AWS Contract to Run More Services on Amazon's AI Chips

Uber expanded its Amazon Web Services contract to run more ride-sharing features on Amazon's custom AI chips, moving away from Oracle and Google infrastructure.

Apr 7, 2026·1 source
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Apr 6, 2026

Iran Threatens OpenAI's Stargate Data Center in Abu Dhabi with Missile Strikes

Iran's Islamic Revolutionary Guard Corps published a video threatening OpenAI's planned Abu Dhabi Stargate data center with missile strikes as tensions escalate between the U.S. and Iran.

Apr 6, 2026·2 sources
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Top claims

  • ▪The contract covers Oracle software for on-premises data centers used by military branches, the intelligence community, and the Coast Guard.
  • ▪The Pentagon awarded Oracle a software contract worth up to $7 billion over a decade on July 23, 2026.
  • ▪In June 2026, Oracle reported that its quarterly software revenue declined 2% year-over-year, while cloud revenue climbed 47%.

Topics

Enterprise softwareCloud ComputingPentagonOpenAICompute, chips & AI infrastructureAI startups
AI business models
Business & enterprise AI
AI security

Related entities

GoogleGoogle Cloud PlatformAbu DhabiUnited Arab EmiratesIranUnited States

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