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Microsoft was in talks to lease Oracle Cloud capacity, but walked away from the deal on security concerns - Insider. $MSFT $ORCL Microsoft was recently in talks with Oracle about leasing the company's cloud infrastructure, but the deal fell through due to security and compliance concerns, according
[@financialjuice] Microsoft was in talks to lease Oracle Cloud capacity, but walked away from the deal on security ... Microsoft was in talks to lease Oracle Cloud capacity, but walked away from the deal on security concerns - Insider. $MSFT $ORCL Microsoft was recently in talks with Oracle about leasing the company's cloud infrastructure, but the deal fell through due to security and compliance concerns, according to people familiar with the situation.
One of the individuals stated that the transaction could have been worth more than $3 billion. Microsoft exploring other cloud leasing options.
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[@FirstSquawk] MICROSOFT WALKED AWAY FROM $3B ORACLE CLOUD CAPACITY DEAL OVER SECURITY CONCERNS. MICROSOFT WALKED AWAY FROM $3B ORACLE CLOUD CAPACITY DEAL OVER SECURITY CONCERNS.
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[@zerohedge] There go the chips MSFT WALKED AWAY FROM A $3BN DEAL TO LEASE ORACLE CLOUD CAPACITY OVER SECURITY... There go the chips MSFT WALKED AWAY FROM A $3BN DEAL TO LEASE ORACLE CLOUD CAPACITY OVER SECURITY CONCERNS: INSIDER
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<p class="copyright">JASON REDMOND/AFP via Getty Images</p></figcaption></figure><ul class="summary-list"><li>Microsoft wanted to lease Oracle's cloud, sources say. com/category/oracle">Oracle</a> about leasing the company's cloud infrastructure, but the deal fell through due to security and compliance concerns, according to people familiar with the matter.
</p><p>The failed talks highlight a growing reality of the AI boom: even the world's largest technology companies are running short on computing power. </p><p>Microsoft recently projected that its capital expenditures for the 2026 calendar year will reach $190 billion, largely to expand data center capacity.
</p><p>Microsoft is seeking a deal or deals with other cloud providers to prioritize its own Azure cloud computing resources on customers, the people said. </p><p>The plan was to move some Microsoft workloads to Oracle Cloud Infrastructure, but Oracle's public cloud did not have the Federal Risk and Authorization Management Program (FedRAMP), a standardized security framework that ensures cloud services are secure enough to handle U.S. government data.
</p><p>"The details mentioned in the article are inaccurate," an Oracle spokesperson said, declining to specify the inaccuracies. Microsoft is both an OCI partner and a customer. </p><p>Microsoft is still evaluating and exploring options for leasing cloud infrastructure, the people familiar with the talks said.
com/google-spacex-deal-920-million-month-compute-capacity-gemini-enterprise-2026-6#:~:text=Google%20to%20Pay%20SpaceX%20%24920,for%20Compute%20Capacity%20%2D%20Business%20Insider"><u>SpaceX $920 million a month</u></a> for AI compute capacity from October 2026 to June 2029.
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