By Omor Ibne Ehsan
Publication Date: 2026-11-07 18:08:00
Microsoft is quietly switching off the AI servers it rented from Oracle, and Oracle insists its aging GPUs still command a premium. Which story holds up, and what does it mean for a stock already down by half?
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Oracle (NYSE:ORCL | ORCL Price Prediction) shares fell to $109.21 on November 6, 2026, a new 52-week low. The drop came after people familiar with the matter said Microsoft (NASDAQ:MSFT) is winding down its deal to rent AI computing capacity from Oracle.
Those people said Microsoft declined to renew the contract and has spent recent months switching the capacity off. They said Oracle’s hardware ran on older Nvidia (NASDAQ:NVDA) chips that no longer met Microsoft’s specifications. The chip generation was not specified, and Microsoft declined to comment.
The low was about 5.2% below the November 5 close of $115.16. Oracle then turned and closed at $116.01, up 0.74%, for a market value of $361.69 billion.
Microsoft fell 0.99% to $530.61, and no cause was reported. For a company worth $3.94 trillion, a rental contract from the early Bing chatbot days is a small line item.
The two accounts conflict because a top customer reportedly decided Oracle’s chips were too old for its needs, while Oracle says even its oldest…
