Oracle reduces workforce to focus on AI
Oracle has recently laid off thousands of employees worldwide to cut costs and focus on investing in its strategy of dedicated data centers for AI. This decision, confirmed by multiple sources including Business Insider and CNBC, reflects its significant impact on the company’s workforce.
Oracle proceeds with layoffs to fund continued investments in artificial intelligence. (Source: Getty Images)
The company is currently under intense pressure from investors due to its ongoing borrowings to finance its AI projects. Despite signing a $300 billion deal with OpenAI in September 2025, Oracle’s stock price has dropped by about 25% since the beginning of the year. This situation reflects concerns about its ability to balance significant costs and future profitability.
The wave of layoffs is not limited to Oracle but is spreading throughout the technology sector. Amazon has cut 16,000 jobs in January, Meta has also laid off hundreds of employees, while Microsoft plans to reduce its workforce by over 15,000 people by 2025. Clearly, the race for AI is forcing many companies to undergo significant restructuring.
Nvidia invests $2 billion in Marvell to enhance its capabilities in artificial intelligence
Nvidia has announced a $2 billion investment in Marvell Technology to strengthen its ability to develop personalized AI chips linked to the company’s network and central processing systems.
This agreement gives Nvidia access to Marvell’s semi-custom silicon technology and advanced optical connectivity, thereby addressing bandwidth and energy efficiency issues in AI systems at data center scale.
Experts believe this is a strategic decision by Nvidia to maintain its central position in the sector, as many companies are turning to customized chips rather than the company’s expensive processors.
Additionally, Marvell forecasts an increase in revenue of over 40%, to reach around $15 billion by fiscal year 2028. With major companies like Alphabet and Meta expected to invest over $630 billion in AI infrastructure this year, this collaboration promises significant benefits for both parties.
Amazon and Delta partner to challenge Starlink in the Wi-Fi market
Amazon has signed an agreement with Delta Air Lines to deploy its Leo satellite Wi-Fi service on 500 of its planes starting in 2028. This is a significant step that will allow Amazon to increase its market share in the satellite internet sector and compete directly with Elon Musk’s Starlink.
The illustration depicts an airplane flying above the clouds with a Wi-Fi icon, symbolizing Amazon and Delta’s efforts to provide high-speed internet to passengers in flight. (Source: Simplyflying)
This agreement follows Amazon’s partnership with JetBlue, set to launch in 2025. With an investment of at least $10 billion, Amazon accelerates the deployment of its Leo satellites, aiming to double its launch pace next year. Commercial service is expected in the coming months.
Meanwhile, Starlink has deployed over 10,000 satellites and forged partnerships with major airlines such as United, Alaska, and Hawaiian Airlines. The competition between Amazon and SpaceX promises to reshape the in-flight Wi-Fi market, offering passengers faster speeds and fewer interruptions.
Minh Hoan
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