News•Feb 7, 2026
Will Oracle Offload Cerner to Fund Datacenters?
A TD Cowen note suggests Oracle could sell its health‑tech unit, formerly Cerner, to finance massive AI datacenter spend. The company faces over $500 billion in capital commitments, including a $300 billion OpenAI contract that alone may require $156 billion in capex. To free cash, Oracle may cut up to 30,000 jobs and explore “bring‑your‑own‑chip” deals. Potential buyers such as Microsoft, Google or Amazon could acquire Cerner, reshaping the healthcare‑cloud landscape.
