Daily Intelligence Brief: Oracle AI Supercluster and Database Enhancements - October 14, 2025

Oracle has announced plans to launch an Artificial Intelligence (AI) supercluster featuring 50,000 AMD Instinct MI450 Series GPUs by Q3 2026. This initiative positions Oracle as the first hyperscaler to deploy such a system, marking a significant push toward enhancing AI processing capabilities.

During Oracle AI World, the collaboration between Oracle and AMD to advance AI capabilities was highlighted. The Oracle Cloud Infrastructure (OCI) will support the supercluster, providing customers with flexible and scalable solutions for AI training and inference, while integrating next-generation EPYC CPUs.

Additional developments from Oracle include enhancements to Oracle Database@AWS, incorporating AI Lakehouse and a new partner program, enhancing procurement flexibility for enterprises. Collaborations with partners facilitate access to Oracle's services, improving database management and bolstering support for mission-critical workloads.

1. Oracle to Launch AI Supercluster with 50,000 AMD GPUs in 2026
   OCI will also offer MI355X GPUs to support large-scale AI initiatives, providing additional cloud options.
2. Oracle enhances Database@AWS with AI Lakehouse and partner program
   Enterprises can now access Oracle Database@AWS through trusted AWS and Oracle partners, improving procurement flexibility.
3. Activision Blizzard adopts Oracle Database@Azure for cloud migration
   Activision Blizzard adopted Oracle Database@Azure for its cloud migration. New services enhance AI capabilities and multicloud options.
4. Oracle Database@Google Cloud adds AI database services, expands regions, and introduces partner program.
   Oracle announces General Availability (GA) of Oracle Database@Google Cloud with new services and expanded availability across three regions.
5. Oracle Autonomous AI Lakehouse Enables Open, Interoperable Data Access Across Multi-Platform, Multicloud Environments
   Key features include a catalog for unified data access and a data lake accelerator that optimizes large-scale query performance.
6. Oracle Cloud Infrastructure Enables More Customers to Rapidly Deploy AI and Cloud Services
   OCI Dedicated Region25 provides organizations with flexibility and security in deploying cloud services amid growing data sovereignty needs.
7. Kong Inc. Recognizes Winners of 2025 Partner Awards
   AWS earned Partner of the Year Global at Kong's Partner Awards for delivering business impact through Application Programming Interface (API) and AI solutions.
8. Oracle enhances AI capabilities in Fusion Data Intelligence
   Oracle introduced an AI Assistant for Oracle Fusion Data Intelligence, enhancing data-driven insights through natural-language conversation.
9. Kong Inc. integrates API and identity management
   Kong Inc. integrated Kong Identity into Kong Konnect to enhance security for machine-to-machine communications.
10. Netcraft Launches Phone Scam Disruption Solution
    Netcraft launched a Phone Scam Disruption solution aimed at combating impersonation scams that threaten organizations and their customers.
11. Kong Inc. unveils KAi, an AI co-pilot for Kong Konnect
    KAi aims to enhance developer workflows and governance as Kong Inc. responds to growing enterprise API needs for AI.
12. Kong Inc. unveils Model Context Protocol (MCP) gateway and Volcano Software Development Kit (SDK) at API Summit 2025
    Kong Inc. introduced new solutions including the MCP gateway and Volcano SDK at API Summit 2025 to enhance AI adoption.
13. Movandi raises $40M to enhance connectivity solutions in Middle East
    ITHCA Group's $20 million investment in Movandi aims to support its expansion and innovation hub in Oman for tech development.
14. Private Wireless Market Shows Growth in 1H25
    1H25 Private Wireless Radio Access Network (RAN) revenues indicate a notable increase, with growth in both campus and wide-area deployments.
15. Itential combines automation and AI insights at AutoCon 4
    Experts from Itential and EMA Research address scaling network automation beyond individual task success.
16. Clevo firmware exposes Boot Guard security keys
    Clevo's UEFI firmware update contains private keys for Intel Boot Guard, exposing systems to potential attack.
17. Vertiv appoints Paul Ryan as EMEA president
    Karsten Winther will retire as Vertiv's EMEA president on December 31, 2025, after significant contributions to the company.
18. CIO-CEO Alignment: Key Insights on AI Strategy
    CIOs and CEOs show notable misalignment on strategic decisions, particularly around AI, according to a new report.
19. Nokia launched high-capacity shelves for the 1830 PSS to address bandwidth demand
    New 1830 PSS high-capacity shelves enable seamless upgrades for existing systems and support advanced coherent optical engines.
20. Nokia Mobile Broadband Index projects 5G growth in Model Extraction Attack (MEA) by 2030
    Mikko Lavanti noted that 5G investments enable Internet of Things (IoT), smart cities, and enterprise solutions in the MEA region.