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Microsoft Ends Oracle AI Partnership, Hitting Oracle's Cloud Capacity and Shares

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Microsoft has terminated its AI partnership with Oracle, reducing the utilization of Oracle's capacity. The move follows Microsoft deactivating server capacity and reviewing cloud commitments worth more than $80 billion. Oracle's expansion into AI data centers has coincided with a drop in its free cash flow. As a result, Oracle's stock has fallen by more than 50% since June.

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