Timeline
Booked Intel to package 3 million TPUs
Google booked Intel to package 3 million TPUs by 2028
Google booked Intel to package 3 million TPUs by 2028
Google is developing Frozen v2 chip, targeting deployment as early as 2028.
Shipped three Gemini Flash models: 3.6 Flash, 3.5 Flash-Lite, and 3.5 Flash Cyber
Added background execution and MCP support to Gemini API Managed Agents
Oracle warned investors that AI data center spending may not achieve expected ROI
Oracle warned investors about uncertain ROI of AI data centers
Launched MCP server for OCI Full Stack Disaster Recovery, first major cloud DR vendor on the protocol
Oracle released a custom MCP server for OCI, enabling natural-language cloud management.
Ecosystem
Oracle
Evidence (4 articles)
Oracle Warns AI Data Center Splurge May Not Pay Off
Jul 2, 2026Morgan Stanley: Top 5 Cloud Capex to Hit $1.2T, Quadruple Compute by 2028
Jul 15, 2026Trump's AI Energy Summit: Tech Giants Pledge to Self-Generate Power Amid Grid Concerns
Feb 25, 2026Oracle Nabs $16B for Michigan AI Data Center, Rivaling Google Cloud
Apr 25, 2026