AI COMPUTE•NVIDIA•GPU CLOUD•DATA CENTERS•SEMICONDUCTORS•ENERGY•FUNDING•M&A•AI COMPUTE•NVIDIA•GPU CLOUD•DATA CENTERS•SEMICONDUCTORS•ENERGY•FUNDING•M&A•
GPU·DATA HUB
Newsletter
Cloud

Oracle wants to bill you for every AI task, not just every seat

Software giant links pricing to compute tasks amid heavy capital expenditure programme

By GPU Data Hub Desk · GPU Data Hub·Editorial standards··United States
Oracle wants to bill you for every AI task, not just every seat

Oracle is planning to transition towards consumption-based billing for individual artificial intelligence workloads rather than relying solely on traditional per-seat licensing. The shift introduces consumption fees alongside regular subscriptions as the enterprise vendor manages more than $90 billion in capital expenditure and rising obligations. The strategy forms part of the group's broader push to achieve a $225 billion annual revenue target by 2030.

Original source

This summary was written by the GPU Data Hub desk from reporting published by The Register on 29 Oct 2026, 15:30. Read the full article at the original publisher.

Read Original Source →

By subscribing you consent to receive the daily briefing. Unsubscribe at any time. See our privacy policy.

Companies

Oracle
LinkedInX

More from GPU Data Hub

Latest →

Amazon to report Q3 earnings after the bell with AI spend under scrutiny

Amazon is set to release its third-quarter financial results, with market scrutiny focusing heavily on the scale of its artificial intelligence capital spending. Cloud division Amazon Web Services is forecast to report a 38 percent expansion in revenue, representing its fifth consecutive quarter of top-line growth. Observers will be assessing whether elevated infrastructure investments are yielding sustainable cloud demand.

Cloud··CNBC Technology

Querying Databricks Apache Iceberg Tables with the borderless Lakehouse

Google Cloud has enabled direct BigQuery querying for Databricks-managed Apache Iceberg tables via its borderless Lakehouse framework. The feature eliminates the need for data-copying pipelines that often drive up storage overheads and add operational latency between platforms. The integration is designed to maintain consistent security policies across multi-engine enterprise analytics setups.

Cloud··Google Cloud Blog

Cloud CISO Perspectives: Introducing new $250,000 tier for Google Cloud VRP (Q&A)

Google Cloud has established a new $250,000 maximum payout tier within its vulnerability rewards programme. The enhanced bounty structure was detailed by the platform's security leadership to reflect the evolving threat landscape in cloud environments. The update aims to incentivise external security researchers to uncover and disclose severe infrastructure vulnerabilities.

Cloud··Google Cloud Blog

ServiceNow shares plunge 25% after earnings revive AI disruption fears

ServiceNow suffered a sharp 25 per cent drop in its share price following disappointing third-quarter financial figures, marking its steepest single-day decline on record. The weaker-than-anticipated performance has reignited broader investor anxieties regarding the disruptive influence of artificial intelligence on traditional enterprise software providers. The sell-off reflects persistent market sensitivity to how emerging generative tools could affect existing subscription business models.

Cloud··CNBC Technology

Google share price slumps as AI data center build-out drives $9bn negative cashflow

Alphabet shares declined after substantial capital outlays for artificial intelligence data centres contributed to a negative cash flow deficit of $9 billion. Despite the financial pressure, the search and cloud provider confirmed it intends to maintain its aggressive infrastructure spending trajectory. The market reaction underscores investor sensitivity to the immense financial commitments required to support next-generation compute capacity.

Cloud··Data Center Dynamics

AI build-out hits snag as Google and Microsoft put off raising capex forecasts

Capital expenditure reports from Alphabet and Microsoft have failed to meet market projections, stoking market unease regarding the escalating cost of artificial intelligence infrastructure. Both technology giants refrained from raising their capital investment guidance, intensifying scrutiny around the pace of returns on massive compute deployments.

Cloud··CNBC Technology