Oracle Drops $3 Billion Bombshell in Europe's AI Cloud War
Warning! GuruFocus has detected 7 Warning Sign with MSFT.
This move adds Oracle to the fast-growing club of U.S. giants deploying serious capital across Europe. Microsoft (NASDAQ:MSFT) plans to spend about $4.75 billion in Italy on cloud and AI. Amazon (NASDAQ:AMZN) has mapped out a 17.8 billion ($20.77 billion) commitment to Germany through 2040and another 15.7 billion earmarked for Spain's cloud ecosystem. Meanwhile, Brookfield Asset Management (NYSE:BAM) is backing a nearly $10 billion AI data center project in Sweden. Everyone's placing their chipsand Europe's digital infrastructure is the table.
Why now? It's a mix of regulation, rising demand, and regional pressure to localize AI infrastructure. Oracle's bet suggests the company sees AI and cloud migration in Europe not as a trend, but a long runway. With hyperscalers racing to build out next-gen capacity, this wave of investment could reshape not just Oracle's European footprintbut who controls the pipes powering the next decade of enterprise AI.
This article first appeared on GuruFocus.

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