How Oracle’s Canceled Nvidia Server Order At Supermicro (SMCI) Has Changed Its AI Infrastructure Investment Story

In mid-April 2026, Super Micro Computer disclosed new compact, energy‑efficient edge AI systems built on AMD’s EPYC 4005 “Zen ...

Oracle Setback And Legal Issues Test Super Micro Computer Valuation Story

Oracle reportedly canceled a major contract with Super Micro Computer involving hundreds of Nvidia powered server racks, with ...
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Oracle reportedly cancels $1.4B AI server order with Supermicro

Oracle has reportedly canceled a $1.1–$1.4 billion AI server order from Super Micro Computer, according to Bluefin Research, triggering a 6% drop in Oracle shares. The move comes amid legal scrutiny ...
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Oracle Announces the Introduction of MCP Server for Oracle Database

Oracle announced it evaluated MCP and has integrated it into its core developer tools, making the Oracle Database immediately available on any platform supporting MCP. This integration is made ...
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Oracle reportedly cancels $1.4B Supermicro AI server order

Oracle has reportedly canceled a $1.1 billion to $1.4 billion order for 300 to 400 Nvidia-powered AI server racks from Super Micro Computer, according to Bluefin Research. The move comes amid ...