---
title: "Microsoft is not renewing its compute resource lease contract with Oracle and is phasing it out… — 블룸버그 — DecisionGateway"
description: "allegation by 블룸버그, recorded recently — verbatim quote and source citation."
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allegation

# **Microsoft is not renewing its compute resource lease contract with Oracle and is phasing it out over several months, because Oracle data centers have older NVIDIA chips installed, reducing their usefulness.**

A allegation by 블룸버그. Statements are as reported by the cited publishers — not verified by DecisionGateway.

> *마이크로소프트, 오라클과 맺은 연산 자원 임차 계약을 연장하지 않고 수개월에 걸쳐 중단 중.*

daishinstrategyPublished 2026-11-08 [ Read source](https://t.me/daishinstrategy/6404)

## **Discussion**

## **Related claims**

[**Microsoft is not renewing its compute resource lease contract with Oracle and is phasing it out over several months, reportedly because Oracle data centers house older Nvidia chips that have become less useful.**블룸버그 · allegation](https://dgw.tmarket.io/claims/01a1d72c-f929-7405-ac05-716537f67ab2) [**Microsoft is also reviewing lease contracts with other operators, including contracts totaling more than $80 billion with neocloud companies such as CoreWeave, Enscale and Nebius.**블룸버그 · statement](https://dgw.tmarket.io/claims/01a1d731-39e6-78d4-b602-2379848a902f) [**Microsoft is also reviewing lease contracts with other operators, including more than $80 billion in total contracts with neocloud companies such as CoreWeave, Enscale and Nebius.**post author · statement](https://dgw.tmarket.io/claims/01a1d72c-f93c-7b8b-b791-f5b51782b88f) [**오라클은 미국 정부의 압박에 중국 텐센트와 맺은 70억달러 규모 AI 반도체 임대 계약을 취소했다.**기사 서술 · statement](https://dgw.tmarket.io/claims/01a1d716-5649-7b91-a9c6-f7e5a9df1188) [**Oracle rebutted that demand for AI infrastructure, including older GPUs, remains solid.**오라클 · denial](https://dgw.tmarket.io/claims/01a1d72c-f94f-7852-aa0e-a69a9e05ce4f) [**A $38 billion debt for Oracle data centers had to be distributed among creditors over several months, sometimes even at a discount.**capitalizator\_ua · statement](https://dgw.tmarket.io/claims/01a1d216-98d5-7e90-b88d-1d723ade0e39)

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