News linked to both this project and an event.
Odaily Report: NVIDIA and Oracle have announced an expanded partnership, scaling the deployment of the NVIDIA Vera Rubin architecture to the multi-gigawatt level and bringing the NVIDIA Vera CPU into Oracle Cloud Infrastructure (OCI). Additionally, Oracle also announced in the statement a partnership with Cerebras, under which Oracle will use Cerebras' equipment in its AI data centers.
Odaily reports: CF Benchmarks, the index provider under Kraken's parent company Payward, has launched CFB Oracle, bringing pricing benchmarks for BlackRock's Bitcoin ETF and CME Group cryptocurrency futures into blockchain applications. The service provides benchmark data across cryptocurrency, equities, bonds, commodities, and forex markets, enabling developers to build products such as on-chain index funds, tokenized portfolios, and derivatives.CF Benchmarks states that its indices currently serve products representing over $120 billion in assets. CFB Oracle now supports Ethereum, HyperEVM, and Robinhood Chain, with plans to expand to other compatible networks in the future. Payward also plans to use the service to provide pricing data for its upcoming U.S. perpetual contract product, which is still awaiting regulatory approval. The service will compete with oracle providers such as Chainlink and Pyth. (CoinDesk)
Solana co-founder Toly has put forward an early concept for a validator stake-weighted oracle, in which Solana validators would vote weighted by their proportion of staked SOL to price tokenized collateral in support of network transactions, with taxes levied on related profits to increase network revenue. However, this concept comes immediately after the Alpenglow upgrade proposal on October 21, and is currently not a formal governance proposal, nor is there any voting arrangement or implementation timeline.
Oracle announced an upgrade to the Oracle Marketplace, further strengthening its role as a platform for enterprise procurement and partner sales. The new mechanism will enable independent software vendors and service providers to reach Oracle customers more directly, facilitating the sale of AI, industry-specific software, and other solutions through existing cloud budgets and procurement processes.
Oracle announced that it will invest $1 billion into its partner ecosystem over the next four years to help partners address enterprises' demand for AI solutions and services and drive customer business transformation. The investment will cover the Oracle PartnerNetwork, including training and certification, technical support, development and testing environments, cloud migration funding, joint marketing initiatives, and commercialization through Oracle Marketplace. Oracle stated that partners can develop industry applications, integration solutions, AI Agents, and managed services based on Oracle Fusion Applications, Oracle Database, Oracle Cloud Infrastructure, and related AI services.
According to an Oracle announcement, the company has launched the Industry Application AI Agent Studio, a no-code and low-code platform designed for industry applications that can be used to create, test, orchestrate, deploy, and manage AI Agents and multi-agent workflows. Built on Oracle AI Agent Studio for Fusion Applications, the platform can access existing application data, tools, and business processes, and supports features such as natural language and visual orchestration, cross-application workflows, Model Context Protocol (MCP), multiple generative AI models, testing and debugging, security controls, lifecycle management, and monitoring.
According to Reuters, Nvidia has secured a CPU order from New York-based AI cloud computing startup Modal. Previously relying solely on Intel and AMD chips for its AI agent workloads, Modal plans to transition to Nvidia's Vera central processing units. The company stated that early tests show Vera can double its AI agent workload capacity compared to existing Intel and AMD hardware. Modal CEO Erik Bernhardsson said the firm will maintain a hybrid chip deployment strategy, noting that next-generation chips from Intel and AMD may narrow the performance gap. Nvidia stated that Vera is the next-generation data center CPU designed for AI factories, marking another step in expanding its business beyond GPUs. Nvidia also added that OpenAI, Anthropic, and Oracle plan to deploy Vera.
Odaily News: Oracle (ORCL.N) is attempting to avoid the massive costs associated with a large data center project in New Mexico, which undoubtedly adds new uncertainties to a project already plagued by opposition and regulatory obstacles. According to people familiar with the matter, Oracle has sent a notice to a subsidiary of Blue Owl Capital, the project's developer, invoking the force majeure clause.The sources said Oracle is not seeking to exit the project as the primary tenant, but rather wants to defer payments in the event that the "Project Jupiter" data center project experiences delays and fails to come online as planned in 2028. (Bloomberg)
Oracle has announced the expansion of its Digital Assets Data Nexus platform, adding payment execution integration, configurable wallet and smart contract controls, as well as AI-driven transaction monitoring and risk analysis features.The upgrade supports connecting banks' existing payment systems with digital asset transaction execution through the ISO 20022 messaging standard, and plans to integrate Oracle Banking Payments and Swift Ledger, covering scenarios such as tokenized deposits, stablecoins, CBDCs, digital bonds, and real-world assets. The related features are planned for launch in fiscal year 2027.
According to Business Insider, Oracle Co-CEO Magurk acknowledged that the company had not yet found a way to effectively leverage generative AI across the entire workforce last year. The turning point came in April and May this year, when Oracle deployed ChatGPT Enterprise and Codex, achieving an adoption rate of 80% within three months. Previously, Oracle had already invested billions of dollars to help other enterprises run AI.
Odaily News: OpenAI co-founder Greg Brockman reposted the open letter, with over 100 institutions including Anthropic, AWS, Google, Microsoft, OpenAI, and Oracle jointly calling for strengthened global cyber defense to address the rapidly evolving threat of AI-powered cyberattacks.The open letter states that AI-driven cyberattacks are expected to become more prevalent and sophisticated in the coming months, posing higher risks to critical systems such as hospitals, water treatment facilities, and internet infrastructure. All parties should seize the current window of opportunity in which AI can equally enhance defensive capabilities, accelerate the closure of long-standing security vulnerabilities, and prioritize AI tools with cybersecurity capabilities for critical infrastructure defense teams.The open letter also calls on companies, cybersecurity firms, governments, and frontier AI companies to jointly invest tools, funding, and technical support to strengthen threat intelligence sharing, vulnerability remediation, and continuous security monitoring.
According to Chaoxiang Research, a Morgan Stanley report dated August 24 indicates that the total disclosed off-balance-sheet commitments from hyperscalers, NVIDIA, and Broadcom have surpassed $3.1 trillion. Lease commitments total $1.1 trillion and procurement commitments $1.7 trillion, while the combined on-balance-sheet debt and lease liabilities of hyperscalers reach $770 billion. Amazon and Google's free cash flow turned negative in Q2 2026, with Meta expected to follow suit next quarter. Financing instruments are restructuring the AI compute capital structure across six dimensions: off-balance-sheet lease and procurement commitments form the first financing layer; the share of debt issuance rises from 2% in 2025 to 19% in 2026; Google frees up $110 billion by reducing share buybacks and issuing equity; Oracle records $4.6 billion in customer advance payments in Q2; and Broadcom and NVIDIA launch chip-leasing SPVs to support unrated AI labs. Morgan Stanley notes that when the financing structure itself becomes a core variable in the AI supply chain, tracking changes in off-balance-sheet commitments and accounting judgments is nearing the importance of tracking chip shipments themselves.
Odaily News: Oracle and quantum computing company Quantinuum have announced a multi-year partnership to connect Quantinuum's Helios quantum computer to Oracle Cloud Infrastructure (OCI). Customers will soon be able to combine quantum computing with resources such as GPUs and high-performance computing through OCI's quantum services.In addition, Oracle plans to preview its quantum computing services in the coming months and will integrate Quantinuum's development tool stack with open-source hybrid programming frameworks for developing and testing quantum-classical hybrid applications. The two parties did not disclose the collaboration amount or specific deployment dates. (Reuters)
Oracle has announced the launch of the new Oracle Fusion Agentic Applications and AI agents designed for the human resources sector, aiming to help enterprises accelerate employee development, optimize talent decisions, and respond more quickly to evolving business and skills demands.Oracle stated that the new generation of Fusion Agentic Applications is powered by the coordinated operation of multiple specialized AI agents, featuring goal-oriented, autonomous reasoning, and enterprise-level execution capabilities. By securely accessing unified enterprise data, workflows, policies, permission systems, and business context, these applications assist enterprises in making and executing decisions within HR processes.The newly launched AI capabilities are built on Oracle Cloud Infrastructure (OCI) and are deeply integrated into the Oracle Fusion Cloud HCM platform, covering areas such as job architecture, learning and development, manager coaching, employee growth, internal mobility, and workforce planning.
Odaily News: OpenAI announced that as of the end of July, ChatGPT's global active users surpassed 1 billion, and the number of enterprise customers exceeded 2 million.Data shows that ChatGPT gained over 1 million registered users within just 5 days of its launch, after which its user base grew rapidly, surpassing 200 million, 500 million, and 800 million users in August 2024, August 2025, and October 2025, respectively. OpenAI had previously projected internally that its user count would exceed 1 billion by the end of last year, but growth subsequently stalled, with the addition of 100 million new users taking about 5 months.OpenAI is bolstering its service competitiveness through GPT-5.6 Sol, the agent tool ChatGPT Work, as well as the lower-priced models GPT-5.6 Terra and GPT-5.6 Luna. OpenAI is also advancing the Stargate project in the U.S. with Oracle and SoftBank, and building data centers in South Korea with Samsung and SK.
The Situational Awareness fund, managed by "AI Stock God" Leopold Aschenbrenner, accumulated a gain of 439% before June 2026. However, it suffered severe setbacks during the AI sector sell-off in July. The fund is currently communicating with existing investors and lenders to seek new capital and is offering some LPs the opportunity to purchase assets from its portfolio.Sources say this capital discussion appears more like an ad-hoc response than an organized new fundraising round. The fund had previously used leverage through prime brokers at several major investment banks to amplify its AI trading exposure, turning market drawdowns further into funding pressure.In a letter to investors on July 24, Aschenbrenner acknowledged that the fund failed to avoid this market shock, noting that Asian markets were particularly affected. However, he believes this sell-off could present the best buying opportunity since early 2025. He plans to open a window for new capital on August 1st and views Anthropic's potential IPO as a catalyst for the second half of the year.According to disclosures, some holdings saw significant declines in July. Oracle and AMD fell approximately 20% for the month, while Nebius, Saronic AI, Bloom Energy, Sandisk, and others saw even larger drops. The Nasdaq 100 index fell about 10% in July, and South Korea's Kospi index dropped by roughly one-third.Currently, lacking specific data on the fund's exact drawdown magnitude, it is difficult to determine whether this fundraising is a passive capital injection driven by leverage pressure or an active move to increase positions for an opportunity. However, market trends suggest it is closer to the former. If forced selling occurs, the deleveraging process could also create discount opportunities in assets whose fundamentals haven't materially changed.
Ethereum staking protocol Lido stated on X platform that today's stETH Rebase has been completed as expected, and has compensated for the ETH rewards missed yesterday due to calculation deficiencies. The corresponding annual percentage rate (APR) is approximately 2.29%. Additionally, the protocol's oracle has been updated and passed audit. The new version will improve report processing speed and help locate the cause more quickly when similar issues arise in the future.Regarding the yield calculation anomaly that occurred yesterday, Lido stated that contributors are still conducting a root cause analysis. Further investigation details will be published on the official forum and social platforms. Throughout the entire incident, user funds were never at risk. Preliminary analysis suggests the issue may have stemmed from a specific edge case: the yield report from yesterday omitted a validator that was in a pending deposit status, causing some staking rewards to be excluded from the calculation.Lido stated that a complete post-mortem report will be released in the coming days to further explain the cause of the issue, remediation measures, and subsequent improvement plans.
the U.S. Pentagon has announced the signing of an enterprise software agreement with Oracle valued at nearly $7 billion, with a maximum term of 10 years. This agreement consolidates the Department of Defense's existing on-premise software licenses under a unified contract to reduce costs associated with fragmented procurement. Negotiated by the Department of the Navy, the agreement has a five-year base period and includes a five-year renewal option, covering the U.S. Department of Defense, the Coast Guard, and intelligence agencies. Previously, in May of this year, the Pentagon signed a similar software consolidation agreement with Microsoft valued at $96.9 billion over five years. (Reuters)
According to the official announcement, Binance will add 10 bStocks tokens as eligible collateral assets to Cross Margin, Portfolio Margin, and Portfolio Margin Pro on July 22, 2026 at 13:30 (UTC), including SouthKoreaBull3XETF (KORUB), AXT (AXTIB), CoreWeave (CRWVB), DirexionMUBull2XETF (MUUB), GraniteShares2XLongMRVLETF (MVLLB), Tradr2XLongSNDKETF (SNXXB), GraniteShares2XLongINTCETF (INTWB), ProSharesUltraProQQQ (TQQQB), Quantinuum (QNTB), and Oracle (ORCLB). Margin trading for the corresponding bStocks trading pairs will be enabled simultaneously. This feature is available only to VIP3 and above users; borrowing is not currently supported.
According to the official announcement, Binance will open 10 bStocks trading pairs—AXT (AXTIB), CoreWeave (CRWVB), GraniteShares 2X Long INTC ETF (INTWB), South Korea Bull 3X ETF (KORUB), Direxion MU Bull 2X ETF (MUUB), GraniteShares 2X Long MRVL ETF (MVLLB), Oracle (ORCLB), Quantinuum (QNTB), Tradr 2X Long SNDK ETF (SNXXB), and ProShares UltraPro QQQ (TQQQB)—on July 22, 2026 at 21:30, simultaneously supporting spot algorithmic trading bots and Binance Convert zero-fee trading.