Microsoft and Oracle cloud partnership talks fall through
微軟與甲骨文的雲端合作談判宣告破裂
更新於: 2026年6月18日 上午09:00
In June 2026, news broke that high-level negotiations between tech giants Microsoft and Oracle had collapsed.
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。
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.
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。
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.
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。
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.
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。
That project continues to thrive across 33 regions worldwide.
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。
While specialized co-location services remain a winning model for these companies, broad infrastructure leasing is proving more complex to align due to differing regulatory and security requirements.
