# Oracle Shares Fall 4% as Microsoft Winds Down AI Compute Deal By John Kim Canonical URL: https://www.tokenpost.com/news/business/51955 Published: 2026-11-09T00:44:17.000Z Updated: 2026-11-09T00:44:17.000Z Section: Business > Microsoft used the rented capacity less in recent months and decided not to renew the 2023 agreement, whose value was not disclosed. Oracle shares fell 4% Friday, Nov. 6, as Microsoft moved to wind down a 2023 agreement to rent artificial intelligence computing capacity. Microsoft has used less of the rented capacity in recent months and decided not to renew the deal. The servers relied on an older generation of Nvidia chips that no longer met Microsoft's needs. Neither company disclosed the agreement's value. TokenPost previously covered [Microsoft's decision to wind down the Oracle arrangement and its other computing commitments](). Microsoft began renting Oracle servers in 2023 while adding AI features to Bing and building its own data centers. The arrangement provided computing capacity during an industry shortage. Microsoft's plan was to move the work to its Azure cloud once its own facilities were ready. An Oracle spokesperson said demand for the company's AI services remains strong, including for older graphics processors used to train and run models. The wind-down comes as investors question the scale of spending on AI and data centers. ## Links in this article - [Microsoft's decision to wind down the Oracle arrangement and its other computing commitments](https://www.tokenpost.com/news/business/51896)