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[Unconfirmed]

# Microsoft is winding down a deal to rent AI cloud capacity from Oracle, report says

The rented servers reportedly ran older Nvidia chips. Neither company has confirmed the change.

Leaked on 06 November 2026

![Screenshot of @unusual_whales's X post: Microsoft, $MSFT, is winding down a deal to rent AI cloud capacity from Oracle, $ORCL, per Bloomberg. The reason: over time, the Oracle com](https://leakly.com/assets/images/microsoft-winds-down-oracle-ai-cloud-deal-hero.jpg)

@unusual\_whales's post on X, with counts as of 09 Nov 2026 12:49 UTC. [Live post on X](https://x.com/unusual_whales/status/2118770780410699848)

Microsoft is ending a 2023 arrangement to rent AI computing capacity from Oracle by declining to renew it, [ETDatacenters](https://datacenters.economictimes.indiatimes.com/news/ai-compute-infrastructure/microsoft-ends-ai-infrastructure-deal-with-oracle-amid-re-evaluation/135627935) reported on November 6, relaying an earlier report. unusual\_whales (@unusual\_whales) shared the news on X.

> **unusual\_whales** @unusual\_whales
>
> Microsoft, $MSFT, is winding down a deal to rent AI cloud capacity from Oracle, $ORCL, per Bloomberg.
> The reason: over time, the Oracle computing it was renting became less useful because it no longer fit Microsoft’s specifications. The hardware ran on older-generation Nvidia chips, according to people familiar.
>
> 1,041 likes · 57 reposts · counts as of 09 Nov 2026, 12:49 UTC
>
> — unusual\_whales (@unusual\_whales) [November 6, 2026](https://twitter.com/unusual_whales/status/2118770780410699848)

[Leakly track record](https://leakly.com/leakers/unusual_whales/)

According to ETDatacenters, Microsoft has steadily switched off rented Oracle capacity in recent months because those machines used older generations of Nvidia chips that no longer meet its needs. The move is part of a review of more than $80 billion in external cloud commitments.

Microsoft and Oracle have not confirmed the details.

## What we know

* Microsoft reportedly will not renew a 2023 Oracle capacity deal.
* It is reviewing more than $80 billion in external cloud commitments, per the report.

## What we don't know

* Financial impact on Oracle.

## What would confirm it

Statements or filings from either company.

## Sources

* [Original X post by @unusual\_whales](https://x.com/unusual_whales/status/2118770780410699848)
* [Microsoft ends AI infrastructure deal with Oracle amid re-evaluation, ETDatacenters](https://datacenters.economictimes.indiatimes.com/news/ai-compute-infrastructure/microsoft-ends-ai-infrastructure-deal-with-oracle-amid-re-evaluation/135627935)

[Unconfirmed]

## What happened later

Microsoft and Oracle have not confirmed the details.

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