https://www.live-feeds.com/feed/microsoft-is-winding-down-oracle-deal-to-rent-ai-cloud-capacity-bloomberg-news-reportsContinuously updated, source-cited coverage. https://www.live-feeds.com/feed/microsoft-is-winding-down-oracle-deal-to-rent-ai-cloud-capacity-bloomberg-news-reportshttps://www.live-feeds.com/feed/microsoft-is-winding-down-oracle-deal-to-rent-ai-cloud-capacity-bloomberg-news-reports#u189327Mon, 09 Nov 2026 23:26:37 +0000Microsoft is discontinuing its AI computing rental agreement with Oracle, a deal made in 2023 to support its Bing search engine. This move is part of Microsoft's broader reassessment of cloud partnerships. Oracle's stock has faced pressure, with shares down nearly 3%, and investors are watching if it can approach $100. The partnership provided Microsoft access to Oracle servers for AI operations.Why it mattersThe decision affects Oracle's backlog, which heavily relies on OpenAI, accounting for about half of it, according to S&P. Microsoft's move follows its rethink of o