微軟與甲骨文的雲端合作談判宣告破裂
Microsoft and Oracle cloud partnership talks fall through
Updated at: June 18, 2026 at 09:00 AM
2026年6月，新聞傳出科技巨頭微軟（Microsoft）與甲骨文（Oracle）之間的高層談判破裂。
In June 2026, news broke that high-level negotiations between tech giants Microsoft and Oracle had collapsed.
這筆估計超過30億美元的交易，原訂由微軟向甲骨文租賃雲端基礎設施，以滿足人工智慧（AI）運算能力龐大且激增的需求。
The deal, estimated at over $3 billion, would have seen Microsoft leasing cloud infrastructure from Oracle to satisfy the massive, surging demand for AI computing power.
然而，談判在FedRAMP認證問題上陷入膠著。
However, talks hit a wall over FedRAMP certification.
微軟要求基礎設施必須符合政府資料的特定安全標準，但據報導，甲骨文認為為了認證其公有雲所需的工程投資過於龐大。
Microsoft required the infrastructure to meet specific security standards for government data, but Oracle reportedly felt the engineering investment required to certify its public cloud was too great.
儘管交易失敗，兩家公司皆強調雙方關係依然穩固。
Despite the failed deal, both companies emphasize that their relationship remains strong.
值得注意的是，此談判與成功的「Oracle Database@Azure」計畫無關，該計畫旨在讓甲骨文資料庫於微軟自有的資料中心內運行，且目前在全球33個區域持續蓬勃發展。
It is important to note that this negotiation was independent of the successful 'Oracle Database@Azure' initiative, where Oracle databases run within Microsoft’s own data centers.
分析師認為，此情況突顯了科技業的「容量緊縮」，因為雲端供應商正爭先恐後地為其人工智慧野心確保足夠的資源。
That project continues to thrive across 33 regions worldwide.
雖然專業的共置服務對這些公司而言仍是成功的模式，但由於監管與安全要求各異，大規模的基礎設施租賃已被證實較為複雜，難以達成共識。
Analysts suggest this situation highlights the 'capacity crunch' in the tech industry, as cloud providers scramble to secure enough resources for their AI ambitions.
