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Microsoft Ends Oracle Deal Over Older Nvidia Chips — SkimNews

By TechMeme · Summarized & edited by · 2026-11-06
Microsoft Ends Oracle Deal Over Older Nvidia Chips

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Why it matters: Oracle faces Microsoft walking away from the 2023 deal as the company winds down rented AI capacity supplied by hardware built with older Nvidia chips. Equipment age is the stated reason for the retreat, leaving Oracle without the renewal and Microsoft with less active rented capacity.

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