✅ Final Thoughts Friday for 2025-09-26
Stargate, Oracle co-CEOs, data center funding and construction
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The biggest story that caught my eye this week was Stargate and new co-CEOs for the part Oracle will play in funding as well as construction of data centers within the US market.
Techmeme: OpenAI, Oracle, and SoftBank announce five new data center locations in the US, boosting Stargate's planned capacity to nearly 7 GW (Wired)
From Wired. View the full context on Techmeme.
Techmeme: Source: Oracle sold $18B in US investment-grade bonds on Wednesday, issuing the debt in six parts, including a rare 40-year bond, as it ramps up spending (Bloomberg)
From Bloomberg. View the full context on Techmeme.
Techmeme: Oracle promotes Clay Magouyrk and Mike Sicilia to co-CEOs, replacing Safra Catz; Magouyrk previously led Cloud Infrastructure, and Sicilia led Oracle Industries (Brody Ford/Bloomberg)
By Brody Ford / Bloomberg. View the full context on Techmeme.
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