Older Nvidia Chips Just Cost Oracle Its Microsoft AI Deal
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Oracle (NYSE:ORCL) shares fell to $109.21 on November 6, 2026, a new 52-week low. The drop came after people familiar with the matter said Microsoft (NASDAQ:MSFT) is winding down its deal to rent AI computing capacity from Oracle.
Those people said Microsoft declined to renew the contract and has spent recent months switching the capacity off. They said Oracle’s hardware ran on older Nvidia
Oracle (NYSE:ORCL) shares fell to $109.21 on November 6, 2026, a new 52-week low. The drop came after people familiar with the matter said Microsoft (NASDAQ:MSFT) is winding down its deal to rent AI computing capacity from Oracle.
Those people said Microsoft declined to renew the contract and has spent recent months switching the capacity off. They said Oracle’s hardware ran on older Nvidia
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