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Giants Look to Exploit Familiar Weaknesses in Ray’s Return
The San Francisco Giants aim to spoil San Diego’s postseason hopes by leveraging intimate scouting reports against Robbie Ray as he returns to Oracle Park in a Padres uniform.
Oracle laying off thousands of workers to cut costs amid AI push: report
Oracle is reportedly moving forward with layoffs as the software giant looks to restructure its workforce amid an investment in building out AI infrastructure.
Microsoft's cloud infrastructure talks with Oracle collapse, Business Insider reports
Microsoft's discussions with Oracle regarding a cloud infrastructure leasing deal, potentially valued at more than $3 billion, have fallen apart due to security and compliance concerns, Business Insider reported on Tuesday.
Oracle Health data breach in 2025 compromised data of 20M people: report
A 2025 data breach of Oracle Health’s legacy Cerner system compromised personal information belonging to nearly 20 million people, Bloomberg
AI tools now widely available in Oracle Health's patient portal
New artificial intelligence capabilities can help patients understand care plans and medications, offer automated reminders of upcoming visits and prompt them to complete labs or schedule follow-up screenings.
Why Microsoft's stock price has struggled in AI trade, Oracle parallels
Shares are on pace to lose 18% in June, which would be Microsoft's worst month since 2000.
How to watch San Francisco Giants vs. Toronto Blue Jays
The San Francisco Giants welcome the Toronto Blue Jays to Oracle Park tonight to begin a three-game series.
The Centre for Addiction and Mental Health Optimizes Operations and Patient Care with Oracle Fusion Cloud Applications
/PRNewswire/ -- The Centre for Addiction and Mental Health (CAMH), a global leader in mental health research and care, is leveraging Oracle Fusion Cloud...
Microsoft's cloud infrastructure talks with Oracle collapse, Business Insider reports
June 16 (Reuters) - Microsoft's discussions with Oracle regarding a cloud infrastructure leasing deal, potentially valued at more than $3 billion, have fallen apart due to security and compliance
K-Pop Powerhouse SM Entertainment Elevates Global Hitmaking with Solid State Logic ORACLE
Seoul, South Korea, June 9, 2026 — SM Entertainment, the multinational record label, talent agency, production company and music publisher that pioneered the introduction of Korean music artists to a wider global audience, has integrated a new Solid State Logic Oracle into BigShot Studio at its facility in Seoul, South Korea. Oracle, which introduces SSL’s […]
Bryce Harper answers road boos, fuels Phillies' rally past Giants
Bryce Harper delivered three hits and three RBIs as the Phillies rallied from four down to beat the Giants, 6-4, at Oracle Park.
3 Southern Ohio VA facilities go live on Oracle Health EHR
Before logging on to the long-awaited electronic health record system, employees at the Dayton Veterans Affairs Medical Center were reportedly "tense, but ready."
Dodgers on Deck: Friday, September 25 at Giants
The Dodgers have one more regular season series to go, battling the San Francisco Giants for three games beginning Friday night at Oracle Park up north. Tarik Skubal will make his final regular season start in the series opener, and his 10th since the Dodgers acquired him on August 2 from the Detroit Tigers. Skubal […]
First Hand Foundation steps up to save free health screenings for 18,000 KC metro elementary students
A nonprofit is stepping in to save a free health screening program that serves 18,000 Kansas City metro elementary school students each year after Oracle abruptly cut its funding last month.
House committee subpoenas Oracle’s Ellison about costly veterans health records project
Lawmakers in both parties are fed up with the tech firm’s handling of the decadelong effort to update VA medical files.
Oracle Named a Visionary in 2026 Gartner® Magic Quadrant™ for Analytics and Business Intelligence Platforms
Oracle Named a Visionary in 2026 Gartner Magic Quadrant for Analytics and Business Intelligence Platforms. In our view, this reflects the progress we are making as analytics and AI become more connected.
Microsoft was in talks to lease $3 billion in Oracle compute capacity
Microsoft was recently in talks with Oracle for cloud infrastructure, but sources say the deal fell through over security and compliance concerns.
Baystate Health to enhance care with Oracle Health’s AI solutions
Baystate Health and Oracle Health are expanding their collaboration to launch an enterprise digital transformation, aiming to create a more connected and patient-centered care experience using AI-p…
St. Louis Cardinals vs San Francisco Giants Game Discussion Tuesday
The St. Louis Cardinals return to Oracle Park Tuesday night for game 2 against the San Francisco Giants. Quinn Mathews gets the start for the Cardinals while Landen Roupp gets the ball for the Giants. First pitch is scheduled for 8:45pm central time and the game broadcast will be available via Cardinals.tv.
Oracle CEO tells employees AI has not sped up product delivery
Oracle's chief reveals what the AI productivity boom is missing.
Why workflow accountability may define healthcare AI's next phase
Oracle Health chief architect Manu Agrawal explains why healthcare-specific AI must be grounded, auditable and tailored to the risk of each workflow.
San Francisco Giants Get Jonah Cox News During Brewers Series
On Tuesday night, the San Francisco Giants are back at Oracle Park for the second game of their series with the Milwaukee Brewers.They are coming off a 3-0 win on Monday night.San Francisco Giants Announce Jonah Cox NewsDuring their series with the Brewers, the Giants announced an update on Jonah Cox.He has been out since […] The post San Francisco Giants Get Jonah Cox News During Brewers Series appeared first on HEAVY.
Oracle cuts staff, including from its health business
Rumored for weeks, a reduction in force across Oracle business units, including Oracle Health and AI employees, appears to be hitting health IT developers in Kansas City and others worldwide.
Inside Larry Ellison's Wide Web of Power, Money and Politics, As Oracle's Data Centers Claim Force Majeure
The $200 billion software titan has suctioned himself to many hubs of influence—from data centers to TikTok to Hollywood studios to the Oval Office itself. Tom Dotan dives deep into Ellison’s kingdom, starting on the island enclave of Lanai.
Analyst Perspectives on Oracle’s Strategy to Help Customers Secure Business Data against AI Threats
Oracle today announced its AI security strategy based on three principles: secure at source, secure at speed, and secure through resilience. To help customers accelerate and strengthen their security posture Oracle is making several of its most widely deployed and battle-tested database security, patching, testing, and lifecycle management tools available at no cost for a limited time, or at a 90% discount on one-year term licenses. This move has been positively received by leading industry analysts and reaffirms Oracle’s leadership in equipping enterprises to maximize their resilience in the face of increasing AI-era security threats.
Oracle Adds Domain-Trained AI to Life Sciences Data Intelligence Platform
Natural-language, domain-aware AI capabilities and expanded analytics tools enable pharmaceutical research teams to explore real-world data and generate traceable, decision-ready evidence ORLANDO, Fla., Sept. 24, 2026 — Oracle Life Sciences Data Intelligence now combines real-world data, domain-trained AI capabilities, and advanced analytics in a single connected intelligence platform, helping pharmaceutical research teams move from questions […]
San Juan Regional Medical Center Teams with Oracle Health to Streamline Patient Flow
/PRNewswire/ -- San Juan Regional Medical Center has strengthened its clinical operations with several new Oracle Health solutions that help streamline patient...
Building Structured Generative AI Evaluation at Enterprise Scale
How Oracle built Veritas, a scalable GenAI evaluation framework for structured benchmarking, reusable pipelines, reproducible testing, and enterprise AI evaluation workflows.
Oracle cuts staff, including from its health busines
Rumored for weeks, a reduction in force across Oracle business units, including Oracle Health and AI employees, appears to be hitting health IT developers in Kansas City and others worldwide.
Informed Decision-Making with Healthcare Analytics
In healthcare, the byproducts of past challenges — data assets and innovation—are helping us envision a future where clinicians are well equipped to predict health outcomes and make informed decisions.
Dodgers on Deck: Sunday, September 27 at Giants
The end of the 2026 regular season is upon us, as the Dodgers play their 162nd game on Sunday afternoon against the San Francisco Giants at Oracle Park. Nothing is at stake, and the Dodgers are running a bullpen game. Sunday game info
Oracle Backend for Microservices and AI: The Business Value of a Microservices Backend Platform
Discover how Oracle Backend for Microservices and AI (OBaaS) 2.1.0 provides a shared backend foundation for microservices and AI-enabled applications, helping teams standardize gateways, observability, messaging, configuration, workflow coordination, and Oracle AI Database integration.
As AI spending surges, return-on-investment questions mount
The rapid expansion of artificial intelligence is creating major opportunities while also exposing companies to significant financial risks, The New York Times reports. Larry Ellison and his son are using Oracle-generated wealth to expand into media, with control of Paramount and a potential takeover bid for Warner Bros. Discovery. Meanwhile, Oracle is facing financial pressure […]
What moving to a healthcare AI reality looks like for Oracle
Supporting care pathways and clinical workflows with new artificial intelligence agents is not a bid to replace providers, say Oracle leaders as they detail the company's progress integrating AI at the annual 2026 Oracle Health and Life Sciences Summit.
Oracle AI Agent Studio for Industry Applications Helps Accelerate Business Outcomes
/PRNewswire/ -- Oracle today announced Oracle AI Agent Studio1 for Industry Applications, a no-code and low-code environment for creating, testing,...
SF Giants News: Oracle Park promotions this weekend
The final weekend of Giants baseball at Oracle Park is here. Let’s see what fans can expect this weekend.
Oracle's data center move raises questions about delivering on AI
Oracle shares were down about 4% on Thursday amid investor questions about its ability to deliver on its massive AI infrastructure expansion.
Read the email Oracle is sending to laid-off employees
Oracle began global layoffs on Tuesday as it tries to curb costs. Read the email it sent to affected employees.
Which songs remind Giants fans of Oracle Park?
This is an Oracle Park music appreciation post. Which songs remind Giants fans of Oracle Park?
K-Pop Powerhouse SM Entertainment Elevates Global Hitmaking With Solid State Logic ORACLE
Seoul, South Korea, June 9, 2026 — SM Entertainment, the multinational record label, talent agency, production company and music publisher that pioneered the introduction of Korean music artists to | From shaping the sound of modern K-pop to scaling world-class production, SM adopts ORACLE to supercharge workflow, streamline sessions, and deliver signature SSL analogue excellence.
Bringing Business Data Insights to Every User with Gemini Enterprise and Oracle AI Database
At Google Cloud Next 2026, Oracle and Google Cloud showcase new AI integrations and ongoing expansion of Oracle AI Database@Google Cloud.
Montenegro’s Minister of Education, Science and Innovation signs third agreement to partner with Oracle Academy to advance technology education
Montenegro’s Minister of Education, Science and Innovation signs third agreement to partner with Oracle Academy to advance technology education
Oracle Health data breach exposes nearly 20 million patients
The Oracle Health breach exposed medical records, Social Security numbers and diagnoses of nearly 20 million patients across multiple states.
FTI, Oracle and Paramount: This Week's Top Five Stories
This week's top stories include, FTI Consulting on the AI slowdown, Oracle's US$664bn backlog and further news from Paramount's Warner Bros. merger
Sutter Opens New Urgent Care in San Francisco's Mission Bay
New clinic brings same-day care to one of San Francisco’s fastest-growing neighborhoods SAN FRANCISCO – Residents, workers and visitors in Mission Bay now have a new option for same-day medical care with the opening of Sutter Health’s newest urgent care clinic near Oracle Park. Located at 240 King St., the 2,156-square-foot clinic has four exam […]
Oracle Health and ID.me Team to Simplify Secure Access to Health Data
/PRNewswire/ -- Oracle Health and Life Sciences Summit – Oracle Health and ID.me today announced a collaboration to integrate ID.me's trusted digital identity...
Larry Ellison cancels plan to sell Oracle stock
Sept 12 (Reuters) - Oracle Executive Chairman Larry Ellison has canceled his plan to sell 50 million shares of Oracle stock, the company said on Saturday.
Trump’s Freedom 250 draws corporate sponsors with business before his administration
Companies with federal interests — including Boeing, Lockheed Martin and Oracle — are sponsoring a Trump-aligned effort celebrating America’s 250th birthday.
A night at Oracle Park with Daniel Lurie: The mayor talks Posey, Kerr, and Bay Area sports
Daniel Lurie and Buster Posey are both about revival — one for a city; one for a baseball team.
Oracle and AstraZeneca Partner to Advance AI-enabled Healthcare Innovation
Oracle today announced an agreement with AstraZeneca to explore how AI and real-world data can help clinicians identify eligible patients for clinical trials, accelerate evidence generation, and bring relevant research insights into everyday care. The collaboration is expected to combine AstraZeneca's scientific and therapeutic expertise with Oracle's health data, cloud, AI, analytics, and clinical workflow capabilities.
AI companies are betting on Tennessee politics. Here's how much
The Tennessean explains how companies like Oracle and Anthropic are spending in Tennessee's midterms this year.
Epic gains ground as acute care EHR purchasing slows
The recent KLAS U.S. Acute Care EHR Market Share report showed Epic adding hospitals among smaller health systems, and researchers said Oracle's new AI-enabled EHR would be a "pivotal proofpoint."
Oracle begins new round of layoffs
Oracle has started a new round of layoffs amid AI investment debt concerns.
Tech stocks today: Oracle stock wavers after earnings beat; AI in focus
Tech stock coverage for the week of Sept. 7.
Oracle Academy champions responsible AI innovation at Young Scientists Kenya 9th National Exhibition
Oracle Academy champions responsible AI innovation at Young Scientists Kenya 9th National Exhibition
From Managing Processes to Driving Outcomes: Oracle’s Latest AI Push Aims to Rewire Business
With a new class of enterprise applications that execute end-to-end processes, Oracle is showing how enterprise software has evolved from tracking work to driving outcomes.
Baystate Health and Oracle Health Expand Strategic Collaboration to Create a Connected and Patient-Centered Care Experience
/PRNewswire/ -- Baystate Health, a not-for-profit, integrated health system in western Massachusetts, is expanding its strategic relationship with Oracle...
What's next for Trevor McDonald after sending message in dominant Giants start?
There were no guarantees for Giants pitcher Trevor McDonald after San Francisco's win over the San Diego Padres on Monday at Oracle Park.
VA deploys Oracle EHR to 3 medical centers in Indiana
The Department of Veterans Affairs is making progress on its goal to add the new electronic health record to all of its medical centers. Past deployments have been plagued by technical challenges and delays.
Oracle Health Expands Clinical AI Agent with Automated Coding, Dictation, and Chart Review
/PRNewswire/ -- Oracle Health today announced new capabilities for Oracle Health Clinical AI Agent, now available in the U.S., that expand AI across clinical...
Can Oracle's longtime board oversee its radically changing business?
The company is shifting aggressively toward AI and cloud infrastructure, but six of its 13 nominees are over 70.
Archaeologists Found a Lost Roman Oracle—and Decoded the 56 Baffling Messages Inside
The Roman-era “Magic 8 Ball” answered everyday questions with a single throw of knucklebone dice.
Make Enterprise Video Searchable on Oracle Cloud Infrastructure (OCI)
Make Enterprise Video Searchable on Oracle Cloud Infrastructure
Oracle E-Business Suite Payments flaw under attack (CVE-2026-46817)
Exploitation attempts targeting a vulnerability (CVE-2026-46817) in Oracle's E-Business Suite's Oracle Payments module have been spotted.
Critical flaw in Oracle E-Business Suite is under immediate threat
Researchers warn that successful exploitation of the vulnerability could allow an attacker to compromise Oracle Payments.
MLB World Reacts To San Francisco Giants Drafting Intriguing Pitcher
On Saturday, the San Francisco Giants played the third game of their series with the Colorado Rockies at Oracle Park.They won by a score of 4-2.MLB World Reacts To SF Giants Drafting PitcherAlso on Saturday, the Giants selected Carson Bolemon in the first round of the 2026 MLB Draft.SFGProspects wrote: “With the 29th pick in […] The post MLB World Reacts To San Francisco Giants Drafting Intriguing Pitcher appeared first on HEAVY.
VA accelerates electronic health record rollout
After years of delays, the Department of Veterans Affairs says its federal electronic health record (EHR) program is now firmly back on track. VA Secretary Douglas Collins has accelerated the program with a renewed goal: full deployment across all VA medical centers by 2031. A major governance overhaul, replacing multiple competing councils with a single decision-making body, has cut through bureaucratic delays and allowed the VA to move faster and more consistently. Deputy Secretary Paul Lawrence has taken a hands-on role, including visiting deployment sites and holding daily meetings with Oracle Health to ensure front-line clinicians have what they need. Here’s how the rollout is going, according to the VA: The federal EHR has only experienced four outages since December 2025. The system has gone nearly two consecutive years without a major incident. It is currently live at six sites, supporting care for over 188,000 veterans. The system creates a lifelong medical record, integrating data across the VA, the Department of Defense and private community providers. With the first new deployments underway and four Michigan medical centers already live in 2026, the VA is entering its first true expansion phase since the program’s reset. Officials say the system’s improved stability, streamlined governance and standardized national workflows have cleared the obstacles that once stalled progress. With 13 sites scheduled for deployment in 2026 and a market‑based rollout strategy guiding future waves, the department believes it’s finally positioned to move at scale toward a modern, fully interoperable EHR, advancing steadily toward its goal of reaching every VA medical center in five years.
Oracle E-Business Suite Flaw CVE-2026-46817 Actively Exploited in the Wild
Oracle E-Business Suite vulnerability CVE-2026-46817 (CVSS 9.8) is being actively exploited in the wild despite Oracle’s recent patch release.
Oracle cuts staff, including from its health business
Rumored for weeks, a reduction in force across Oracle business units, including Oracle Health and AI employees, appears to be hitting health IT developers in Kansas City and others worldwide.
Oracle's Headcount Fell by 21,000 as AI Reshapes Its Business. Here's What It Means for the Stock.
The job cuts made headlines. But the bigger story is what's funding them.
School Bus Crashes into Hamline University Science Building
A school bus leaped the median on Snelling Avenue, crashed through a Hamline sign, and embedded itself over half-way into a university building just past 2 P.M. on Tuesday. The school bus driver and a number of school-age children were taken by ambulance to a local hospital, but St. Paul fire officials said no major...
VA said electronic health record modernization would cost $10 billion
The Department of Veterans Affairs is nearly tripling the ceiling on its contract with Oracle to modernize the agency’s electronic health record system.
Oracle Health rolls out AI solutions for RCM, oncology as part of broader healthcare, life sciences strategy
ORLANDO, Fla.—Healthcare is entering an AI era, and the industry needs a fundamentally different architecture designed for AI from the start, Oracle Health executives said Wednesday. | Healthcare is entering an AI era, and the industry needs a fundamentally different architecture designed for AI from the start, Oracle Health executives said Wednesday.
Has Oracle Become A Weaker Business, Or Just A Cheaper Stock?
Oracle (ORCL) made almost a quarter more operating profit in its last fiscal year. Yet when trading closed on September 10, the stock sat around 53% under the peak it reached a year before.
Oracle Health Extends AI into the Operating Room in Collaboration with Theator
/PRNewswire/ -- Oracle Health and Theator are working together to provide AI-powered surgical intelligence solutions to Oracle Health customers in the U.S....
Capcom dev says he threatened Nintendo in order to get Zelda: Oracle of Ages/Seasons made
A story for the ages
Oracle is planning another round of job cuts this month
The potential layoffs reduce Oracle's payroll as it racks up billions in debt to fund AI infrastructure.
Big Tech is spending billions to not employ people
Amazon disclosed $2.7 billion in estimated severance costs in its latest annual report, while Intel and Oracle also reported spending $1.8 billion.
Oracle Health Hack Exposes Data of Nearly 20 Million People
Patient names, Social Security numbers, doctors and diagnoses might have been breached in the cyberattack.
September Monthly Review: Health MCP Guy?
For all the time I spend talking about APIs and data exchange, this newsletter has had embarrassingly little interoperability of its own. It’s old-school SaaS, baby - UI or bust. Not all of that is my fault! Substack, for all its popularity, is (as mentioned before) really frustrating as my system of record. The primary user it optimizes towards is the reader, whose attention feeds the app, the Notes feed, and the recommendation network that Substack is actually selling. Health API Guy is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. Subscribe They’re falling into the same trap that Medium once sprinted into, albeit at a much more glacial speed. Younger generations may not remember (or never knew) it, but Medium once lured publications like The Ringer and Signal v. Noise onto its platform, only to lose them as it rebuilt itself around a paywall and an algorithmic feed. Substack’s original pitch circa 2020 was the antidote (you own your list), but every new feed feature chips away at it. I get it: writers are generic supply in the eyes of the Substack product team. Generic supply follows demand, so the consistent pressure on the PMs is to generate demand, which leads to every product cycle going toward discovery (Notes, recommendations, the app, live video). The end result lackluster author tools (laggy and broken analytics are truly crippling) all despite the premium price point. The archive is where it crosses from authorial gripes to actual reader impact, though. Across Substack and LinkedIn, I’ve published 1,218 posts and nearly 900,000 words since 2018. Substack’s native search can see only the 464 posts that live on Substack, and even there it’s woefully inadequate at surfacing relevant content (even for the guy who wrote it)! Readers have the same problem, writ large. Ask the Archive Fixing search (for both my readers and my own use) turned out to be extremely non-trivial, unfortunately: There’s no public API for readers to access content RSS exists for new content notification, but it only carries the 20 most recent posts and cuts paid ones off at the preview The only Substack MCP is an admin tool for analytics The export exists for authors, but it’s painfully awkward and slow. So I built something to work around that: the Health API Guy MCP. It’s a private MCP server holding the full text of everything I’ve written across Substack and LinkedIn. Add it to Claude or ChatGPT as a connector and you can ask things like: It pairs keyword search (for acronyms and case names, of which we have many) with semantic search. Every post is also labeled by topic, form, and court case, so you can pull a lawsuit’s (or multiple cases’) entire docket across Substack and LinkedIn in one query: Hail, Healthapiguyhydra This is also a bit of me eating my own cooking. I’ve spent the year arguing that headless healthcare is arriving and that developers want primitives over abstractions. Last week in Hail, Benihydra, I watched Salesforce plug its platform into Claude and bet that the records underneath outlive whatever interface sits on top: Salesforce must believe that the Hydra’s immortal head is the records, permissions, and business logic (in that they will survive whatever happens to the interface). It felt a bit hypocritical to keep my own archive behind a Substack search bar. The archive is the body. Substack is one head, and now whatever tool you might use is another. Will the EHRs follow my lead? Probably not imminently, but one can hope! Why Founding Members Only The MCP is available to Founding Member subscribers. A few reasons: It costs money and time to run. Hosting, the database, Clerk usage and AI compute for search and labeling are significant operational costs (that increase with usage). Substack gives me no way to automate access. There’s no API to check whether someone is a paid subscriber, so every user is manual operations for now. It’s a beta. We’ll need to improve things and parts will break. I’d rather they break for a small group of dedicated readers who will tell me about it. The Founding tier deserved a real benefit. Until now it was mostly a generous tip. Now it comes with something. If you’re already a Founding Member, reply to this email with the address you’d like provisioned. If you’re not and want in, upgrade here. Larger teams (such as companies) can get access too: group subscriptions at the Founding tier come with the group discount. The admin for the subscription can reply with the list of addresses to provision. Get 20% off a group subscription Pricing Founding membership is now a flat $200 a year, replacing the old suggested $150 that readers could adjust. Existing Founding Members will have access grandfathered in at their previous rate. Month in Review Articles Published Make Networks Dumb Again (Sep 11): AI is making old analog networks cheaper to use and flooding them with machine traffic in the process. A plea for agent-native rails with the intelligence at the endpoints, and for Washington to drag them to ubiquity. Interoperability, Unbuttoned (Sep 29): Interoperability is a series of workflows in a trenchcoat, and this post finally takes the trenchcoat off. A color-coded map shows which provider workflows went digital, which are fragmented, and which still run on fax. Video Content Antitrust’s System of Record Problem (Sep 3): The FTC’s investigation into Epic prompted a ninety-minute webinar, now posted with chapters and a smoothed transcript. We get into why market definition, missing B2B share data, and the SSNIP test leave antitrust poorly suited to systems of record, plus why information blocking may be doing more than any pending lawsuit. The Information Exchange: Cerner Milking Edition (Sep 18): This was so fucking fun. Ryan Tucker, Ryan Brickner, Brad Thorson, and I try an Around the Horn format, complete with points, penalties, and a mute button. We debate whether Oracle Health is dead, who would actually buy Cerner (IBM enters the chat), p(Doom), and why the front desk still hands you a clipboard. Regulatory Ask Not What Your Network Can Do (Sep 23): CDC’s RFI on public health data intermediaries lists use cases already served, unevenly, by eCR, lab reporting, IZ Gateway, and syndromic surveillance. The real opportunity sits in one question about AI: a network that can handle the next emergency without another interface project. Court cases Particle v. Epic: The Naughty Schoolteacher (Sep 4): After a summer-long vigil, the answer on Epic’s early summary judgment bid is two paragraphs and a remedial assignment. Particle advances to the next grade, and market definition gets another year of discovery. The Epic Discovery Files (Sep 8): Texas’s motions to compel arrive with a 251-page appendix of requests, objections, and meet-and-confer letters with Cravath. Inside: Epic using generative AI for document review, denied interoperability requests in scope, and Noerr-Pennington raised against lobbying discovery. Epic v. Health Gorilla: “Working as Designed” (Sep 9): Epic wants nothing to do with the data breach MDL, and explaining why puts fresh discovery on the public docket. The spiciest allegation: Health Gorilla told GuardDog to scrub its law firm business from its website instead of cutting off access. Veeva v. Epic: Legal Bypass Surgery (Sep 15): Veeva asks the Wisconsin Supreme Court to skip the Court of Appeals, while law professors and three policy groups line up as amici. Meanwhile, Epic’s lawyers apologize for another round of citation errors, including a quote that never existed. Texas v. Epic: Behind the Black Bars (Sep 17): The court portal served up Epic’s unredacted filings, revealing a $5 million document review budget and the AI workflow behind it. Also inside: the 200-plus company names Texas wants searched, and one very expensive Zoom invitation. OpenEvidence v. Doximity: Consequences Will Follow (Sep 25): OpenEvidence tells the court it will not comply with a discovery order, and its own lawyers at Quinn Emanuel say they won’t defend the choice. Add years of Slack reported unrecoverable, and Rule 37 sanctions come into view. Health Tech Keeps Choosing Violence (Sep 28): Doximity moves to end OpenEvidence’s case, Epic asks Texas to show its work, and a sleepy Audacious Inquiry patent fight sprouts antitrust and information blocking counterclaims. The main event is a long-sealed Cognizant v. Infosys ruling that hints where system of record antitrust claims can survive. EHRs One Verb for Oracle Health (Sep 14): Oracle’s earnings call quantifies every data center to the decimal point, while Oracle Health gets a single verb: “accelerate.” Panning the few healthcare mentions turns up an agentic care management system, a research-to-care ledger play, and the question of whether healthcare gets Larry’s patience. Epic’s Forretress Under Siege (Sep 30): Judy Faulkner tells a panel Epic paused hundreds of projects to harden its software and calls it a “shame,” while a spokesperson insists the roadmap hasn’t changed. Project Glasswing, a Pokémon-branded QAN sprint, and a trove of Jodel grievances reconcile the two Epics and preview the Jevons paradox coming for all software. Industry Analysis Scanning for a Network (Sep 1): Scan.com raises $220M to build the imaging network labs never got, speedrunning Zocdoc’s consumer-to-B2B pivot. Its wedge to network density may be the most American one available: personal injury litigation. The Front Desk Wants the Damn Whole Building (Sep 16): Hello Patient buys Converse Health, pushing its AI front desk into referrals, chart work, and prior auth. The copilot categories keep blurring, and your distribution partner is still your final boss. Cross-industry Comparisons A Different Patchwork Quilt (Sep 10): Healthcare loves to envy open banking, but the US version has no mandate, a toll booth at Chase, and data quality problems of its own. The grass isn’t greener; it’s another American patchwork quilt, and perhaps a worse one. Hail, Benihydra (Sep 21): Salesforce brings its platform into Claude, Slack, and its own agent, inviting the interfaces that might replace it. Cut off one head and more grow back, so long as the records underneath stay put. Living on A Trade Secret Prayer (Sep 22): Six credit unions are suing Fiserv, the Epic of core banking, by claiming their own member records as trade secrets. Banking has no Cures Act, so its lawyers reach for legal alchemy that healthcare has already tried. Other News None this month External Media Nabla Accelerate NYC: I kicked off fall conference season at Nabla’s Accelerate event in New York, where Delphine Groll opened by asking the room to picture the company it wants to become and the one it doesn’t. I liked her framework of bureaucracy, fear, and ego as the blockers. I also love vendor conferences/events in general - different vibe than industry biggies. Healthcare 101 with Nikhil Krishnan: I briefly guest lectured Out-Of-Pocket’s Healthcare 101 class. Appreciated Nikhil’s takeaways cover whether AI doctors can query HIEs, why healthcare’s data-liberation rules beat most industries’, and the hi-res graphic is in the comments. HCN: Epic Probed by the FTC: I joined the HCN guys to talk through the FTC’s investigation into Epic. Cedric’s new hairdo was an unexpected plot twist. The episode also covers MFN drug pricing, healthcare M&A and Eli Lilly’s acquisition streak. Fall Conferences: At eHealth Exchange’s Annual Meeting in Austin on Oct 27, I’ll moderate a panel on the tensions between AI, HIEs, and timely patient access with Jean Ross (Primary Record), Therasa Bell (Kno2), Byron Crowe (Doctronic), and Michael Marchant (Freenome). Here’s the rest of my schedule if you want to meet up: CommonWell (Redwood Shores, CA): Oct 13-14 Will be participating in a fun Jeopardy event Open@Epic (Madison, WI): Oct 20-23 Will be enjoying Verona, Willy Street, and other local adventures eHealth Exchange and Sequoia Project (Austin, TX): Oct 27-29 Yeehaw HLTH (Vegas): Nov 15-18 Groundhog Day, Venetian Edition RSNA (Chicago): Nov 30-Dec 2 See me at “Governing AI in Breast Imaging: What Health Systems Are Actually Doing” Digital Health Counsel 2026 AI Summit (Seattle): December 2-3 Will likely be speaking to a bunch of lawyers about information blocking Posts I Liked ChatGPT’s Epic integration: game changer or nothing burger?: Joshua Liu, MD offers five thoughts on OpenAI’s Epic launch, starting from the point that it rides the same open APIs available to anyone. He argues read-only access leaves ordering to Art and the ambient startups, and asks why HCA is piloting it alongside Commure. He’s sorta a must-follow at this point - consistently excellent, thought-provoking takes. Epic, Lilly, and the Discovery pass: Seth Chaney reads Epic’s first major Discovery deal (with Eli Lilly), as well as its revised developer terms on commercial displays, as the pipe finally opening between EHRs and pharma. Life sciences and health continue to collide. Scott Rossignol on EHR payer platforms and ePA fees: Scott argues the top ambulatory EHR vendors are turning the prior auth mandate into a per-member-per-year toll on payers, for an API whose operating cost has nothing to do with covered lives. His fix is two lines of regulatory text: put the CRD/DTR/PAS certification criteria in the Base EHR definition, and bring payer-facing ePA connectivity under § 170.404’s cost-based fee rules. It’s a good solution. Health API Guy is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. Subscribe
Oracle CEO tells employees AI has not sped up product delivery
Oracle's chief reveals what the AI productivity boom is missing.
Massive Oracle data center in Michigan secures $16 billion in funding
The Saline, Michigan campus is huge. It will generate 1 gigawatt of electricity, making it one of the largest data centers in the country.
Oracle champions sustainable and responsible AI at the Global Data Science and AI Summit, iLabAfrica Centre at Strathmore University, Nairobi
Oracle champions sustainable and responsible AI at the Global Data Science and AI Summit, iLabAfrica Centre at Strathmore University, Nairobi
Oracle Health Data Breach From Last Year Was Reportedly Huge
Bloomberg reports that 20 million people were affected.
Rafael Devers stays silent after loud night at plate in Giants' win vs. Braves
Rafael Devers is back to not talking, even after two majestic homers in the San Francisco Giants' win on Saturday at Oracle Park.
Dodgers on Deck: Wednesday, April 22 at Giants
Shohei Ohtani takes the ball in the middle game of the series between the Dodgers and Giants on Wednesday night at Oracle Park in San Francisco. Ohtani has pitched exactly six innings in each of his three starts this season, with two total runs allowed, one of them earned. In three career starts against the […]
August Monthly Review: ChatGPT In Epic
Death, taxes, another frontier lab healthcare launch inspiring truly insane LinkedIn takes. As much as I want to stay away, I repeatedly am the crewman unplugging his ears whenever we pass these sirens. So it’s not the first and probably not the last time we dial up the typewriter rather than tie ourselves to the mast. The full blow-by-blow timeline: Health API Guy is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. Subscribe The End of the Standalone PHR (Jan 8): ChatGPT Health arrives for consumers, at the time powered by b.well. I was bullish on the approach in that the best way for the PHR to finally solve distribution was to meet consumers were they already are (i.e. When Horizontal Meets Healthcare (Jan 9): OpenAI for Healthcare puts out the shingle for enterprises, with SharePoint ingestion standing in for the EHR integration the product actually needed. Another One: Anthropic’s Healthcare Debut (Jan 16): Claude's version, on HealthEx rails instead of b.well, with Agent Skills for FHIR development as the one true vertical-specific investment. ChatGPT for Clinicians: The Trap Sprung (Apr 24): OpenAI filled in the missing GTM middle with a free product for verified clinicians, effectively peeling the enterprise wrapper off ChatGPT for Healthcare and taking the PLG fight directly to OpenEvidence. OpenAI’s Second Attempt at Health (Jul 31): a relaunch of their patient specific app, now branded Health in ChatGPT, where the privacy partition came out, the connectors thinned, and b.well disappeared in favor of first-party FHIR work against a smaller network Beyond a Shingle So what was announced now? Today, we’re introducing a new electronic health record integration that brings authorized patient context from Epic into ChatGPT for Healthcare, along with the Healthcare Public Data plugin for direct, structured access to official healthcare datasets like PubMed, DailyMed, and CMS Coverage. Together, these capabilities bring ChatGPT closer to the systems and sources healthcare teams trust, while supporting the controls and compliance healthcare work requires. The core portfolio is unchanged from prior announcements we delineated and discussed (aside from the relaunch of patient-facing). Since trade publications still seem to be confusing them by using the wrong names: Enterprise sales motion: ChatGPT for Healthcare Protecting their core product / PLG: ChatGPT for Clinicians Consumer/patient-facing product: Health in ChatGPT So really, this is a feature release (specifically for ChatGPT for Healthcare when it comes to EHR integration). What’s cool about it, though, is that we are moving beyond just putting out a shingle. Everything in the January enterprise launch was horizontalizable: Horizontal tech companies thus generally start verticalization with their “putting out a shingle phase”. Telling the world you’re open for business as a horizontal tech company reliably attracts early inbound interest from buyers who are already trying to force-fit horizontal tools into domain-specific workflows and are eager for any signal that the vendor intends to support their use case more directly. Nothing was really vertical specific, which is exactly what you'd expect from the ultimate hypergrowth horizontal company dipping their toes into specific industries. But eventually you have to stop changing the sign on the door and start changing the product. Can you guess where the horizontal product was going to run out of road? This is the core dilemma writ large: verticalization requires differentiation, while scale economics of consumer and horizontal push toward unification. I’ve buried the lede so deep here it will be painful to some readers, but what should be shocking to no one is that my perspective is that EHR integration is the only path that meaningfully resolves this tension for ChatGPT for Healthcare. Integration with Microsoft Sharepoint is fine, but it is categorically insufficient for any product that hopes to influence clinical decision-making. SMART Money Well here we are, eight months later! Real vertical investment has begun, which surprised a few people. One friend in the industry messaged me: “Absolutely no way Epic gave ChatGPT API access.” Looking forensically at the announcements, the integration is notably read-only across appointment notes, laboratory results, medications, and specialist documentation. So while I’m not a betting man, I'd wager the house this is a SMART on FHIR launch: That sounds a lot like USCDI! The recommended path for the workflow they outline would be SMART on FHIR Their Health AI lead’s post is evocative of both standalone and EHR launch SMART, which another termed “ChartGPT” and “EHR Plugin” The implementation burden for SMART on FHIR is the lowest of the available integrative paths This is the team who literally did patient-facing SMART on FHIR with Epic last month Most importantly, if you’re a horizontal company, you generally still haven’t taken the full plunge and thus (overly) value reusability. SMART on FHIR is the logical compromise: healthcare-specific enough to matter, but standardized enough to reuse. Nobody Asked Judy Another friend asked “I thought they had to go to each health system, or did they go direct to Epic and now health systems opt in?” Given the trust paradigms in healthcare, this functionally cannot be Epic hoovering up all the data for OpenAI and shoving ChatGPT in their customers’ faces (or they would revolt). However, I do believe the aforementioned terrible coverage by TechCrunch and other outlets is probably responsible for that question, given the 325 million reference. When using FHIR as a business associate to an Epic customer, there is no EHR gatekeeping to speak of, as that isn’t how fhir.epic.com works: You register an app You pick your APIs You test against the sandbox APIs You list as “Ready for Production” Hospitals pick your app You test and go live with them Bluntly, nobody had to say yes or no in Verona (nor were they given the chance). Vendor Services (their next developer tier up that I doubt OpenAI is using quite yet in this initial release) certainly has contractual paperwork that some resent, but even there, the twin pressures of mounting antitrust and information blocking make outright gatekeeping increasingly fraught. My friend’s sentiment is, to me, representative of a broader industry neurosis, perhaps a sort of scar tissue of prior eras: people assume the gate is still there and never actually try the door. There are certainly other ways Epic (and any EHR) can put its thumb on the scale, but they are not so dumb as to stand in front of a federally mandated API and play bouncer at this exact moment in time. So I think they can and probably should go deeper, as this release is at best parity and at worst behind vertical-specific competition. OpenEvidence did a basic SMART launch with Sutter Health in February, allowing for more convenient evidence search by providers. They then add patient-context (the equivalent SMART on FHIR flow to what we see here) when Cedars-Sinai went enterprise-wide in May. UpToDate has four distinct applications across deeper workflows like patient engagement listed in Epic Showroom and announced a partnership with Epic to power Art at UGM Abridge and other ambient scribes have invested deeply into the deepest bidirectional clinical copilot workflow with integrations well beyond SMART on FHIR. In that light, the “Who is OpenAI primarily targeting here?” is clear. This release brings them into striking distance of OpenEvidence, but not the others quite yet. They are the only one of the three you can reach without building something truly Epic-specific. When will they go further? Competition is a great motivator to overcome the horizontal demons and start building things that can’t be reused: not across industries, not across EHRs, maybe not past the customer you built them for. That’s the price of actually verticalizing. The question is if and when OpenAI will be willing to pay it. Month in Review Here is the monthly review. As a reminder, this is a regular round-up of the month’s posts and other content to surface things you may have missed across regulation, litigation, interoperability, and beyond. AI assistance is used in these bullet summaries so I can focus on articles. Articles Published: None this month Video Content: The Information Exchange: Standards-based Thruple Edition (Aug 14): Back to school for us too, with Brad reporting in from the CMS Health Tech Ecosystem’s one year anniversary in DC. We get into the January CMS-0057 deadline, the fall rulemaking reading list, and why enrollment still keeps most apps off FHIR. The Information Exchange: Epic Dúnadan Edition (Aug 25): A UGM roundup with Ryan Brickner joining for the first time to check our takes against what the building actually thinks. Rangers, Ergo sitting on top of EHI, and a down-market lineup that needs some cuts. Regulatory: Stacked Deck, Bad Hand (Aug 05): ONC’s website refresh took the entire HIT Policy Committee record with it, so I rebuilt the archive and went looking for the regulatory capture story everyone assumes is buried in there. Stacking the deck and winning the hand turn out to be very different things. The Sixth Generation of Patient Access (Aug 19): A quick catalog of the five generations of patient access we’ve layered on since HIPAA, and the two candidates now competing to be the sixth. One is planned. The other is the market routing around the plan entirely. Court cases: Three Cases Walk Into a Docket (Aug 06): Two surprise settlements cleared the board in a single week, and then Judge Maddox dropped ninety-four pages on Vyne v. Henry Schein. The sleeper is a DMCA holding that makes direct-to-database a considerably riskier business model. Epic v. Health Gorilla: Into the MDL (Aug 10): Nine class actions are headed to Miami, and the Panel signaled it wants to bring the case that spawned them along too. That would leave Epic arguing the requests were obviously fraudulent in one courtroom and unknowable in the other. Amazon v. Perplexity: Agents Are Legalized! (Aug 11): The Ninth Circuit vacated the injunction against Comet, holding that the user is the one accessing the servers rather than the company that built the agent. A real win for agentic access, and a much narrower one than the headline suggests. Veeva v. Epic: Come At Me, Bro (Aug 26): Epic’s response brief wants the dismissal affirmed and, unusually, wants the opinion published as precedent. Buried in it is Epic’s own description of what its non-competes actually prohibit, which current and former employees should read closely. EHRs: The Contract Epic Would Never Sign Today (Aug 04): A 1999 SEC exhibit catches Epic licensing nearly its entire product line, Tapestry included, to the company that became TriZetto. The marketing services menu attached to it is the part that will make you blink. Forecast from Verona (Aug 07): The Epic Almanac makes one argument six different ways: the AI is only as good as the networks behind it. Emmie headlines, Art’s context stack is the most ambitious part, and Penny finally gets an autonomous coding date on the calendar. Works With Epic MyChart (Aug 17): Epic’s first new Showroom category since the death of Workshop certifies hardware instead of software, badge on the box and all. Made for iPhone, but for blood pressure cuffs, and rough news for anyone selling the RPM stack sitting in between. UGM Hot Takes 2026 (Aug 20): Everyone else covered the AI announcements, so I went after Savvy deleting the payment gateway, Rangers as Boost with the timer removed, and a down-market lineup with too many entries. Plus the Health Grid tidbits I cannot help myself on. MyChart Central Grows Up (Aug 24): Device data and Emmie turn Epic’s identity hub into a full consumer platform, which is both a logical answer to ChatGPT and a bit of a mistake. It also happens to be the best scraping target Epic has ever shipped. Industry Analysis: The Wrong Yardstick (Aug 12): Vertical software keeps getting judged against Superhuman and Notion, which is the wrong bar entirely. Your user is comparing your product to a whiteboard and forty phone calls before lunch. Primitives vs. Abstractions (Aug 27): Developers want building blocks, systems of record prefer to hand out business logic, and both sides have a real case. There’s no test from the outside that separates the engineering reason from the competitive one, which is why this keeps ending up in court. Cross-industry Comparisons: The Two Kinds of Platform Power (Aug 18): Attention power and record power are different problems that keep getting handed the same regulatory toolkit. Congress’s latest swing at Big Tech shows both what’s possible and where it falls apart. The Dogs of (Platform) War (Aug 21): A CourtListener alert turned up a property management fight with healthcare’s exact shape and none of the Cures Act. Shell prospects, ghost accounts, a notetaker bot that came back to haunt someone, and a lawyer arguing both sides of the same theory in two states. Fractals All the Way Down (Aug 31): Yardi dominates property management right up until you zoom into one segment, where AppFolio owns it outright and Yardi doesn’t appear at all. Where you draw the line around a B2B software market is about to decide an awful lot of cases. Other News: If Judy Had the Courage (Aug 13): A short eulogy for the era when software was allowed to look insane: WinAMP, bold colors, and everything the grey chatbot era has taken from us. External Media: Portland Monthly Health Tech Meetup: Erin O’Brien channeled my own feelings - maybe it’s just because it’s August and beautiful, but the monthly edition of the PDX Health community meetup was a ripper. Make sure to reach out if interested to join for the next one. STAT’s Coverage of Epic This Month: Brittany Trang of STAT did a fantastic job of breaking the FTC investigation that’s been lurking, as well as UGM related coverage, so I had to give her her wish of a meme. Fall Conferences: I’m pumped to be kicking off my fall conference season in NYC at Nabla Accelerate next month, which Chrissy provided the link to apply for. Here’s the rest of my schedule in case you want to meet up: Commonwell (Redwood Shores, CA): Oct 13-14 Open@Epic (Madison, WI): Oct 21-22 eHealthExchange (Austin, TX): Oct 27 Sequoia Project (Austin, TX): Oct 28-29 HLTH (Vegas): Nov 15-18 RSNA (Chicago): Nov 29-Dec 3 Posts I Liked: HTI-6 Should Unbundle API Certification: Josh Mandel makes the case that HTI-6 should split (g)(10) into separate authorization and data certifications, so a PACS or a genomics platform can certify only the role it actually performs. Imaging is the urgent example, but the structure solves a much bigger problem. On implementing ePrior Auth with Epic: Scott Rossignol’s field notes from a live ePrior Auth build on Epic, including the two app registrations nobody warns you about and the CPT mapping problem waiting at the end. CMS-0057 implementations are going to be such a beast. Healthcare point solutions are starting to look a lot like streaming services: Spencer Dorn runs the cable-to-streaming arc against health IT and lands squarely on the bundling half of the cycle. Bundling can be good! It can also be bad! Life is nuanced. Health API Guy is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. Subscribe
Oracle CEO tells employees AI has not sped up product delivery
Oracle's chief reveals what the AI productivity boom is missing.
Here's the Oracle severance package offered to laid-off US employees
Oracle's severance package appears less generous than policies at its peer companies, recently viewed by BI.
Oracle and Buck Institute for Research on Aging Advance Federal Aging Research Initiative
ORLANDO, Fla., Sept. 23, 2026 — Oracle Health and Life Sciences Summit — Oracle and the Buck Institute for Research on Aging are collaborating to advance intelligence into age-related disease and support discoveries that can extend the healthy years of life. Buck will leverage Oracle Life Sciences Data Intelligence, which encompasses 122 million+ de-identified longitudinal […]
Revealed: Some of the Oracle cloud roles hit hardest in layoffs
Business Insider obtained a previously unreported document showing the scale and scope of the cuts at Oracle's cloud infrastructure division.
Class is back in session at Robbins Science Center
Since the school bus crash at Robbins Science Center on June 2, facilities have worked over the summer to repair the damage. “The building had substantial water damage after the bus hit a sprinkler pipe and set off the sprinkler system. It took several weeks to dry out the building so reconstruction could begin. Crews...
Giants 5, Twins 2: Sleepy baseball
Rock-a-bye baby Twins in Oracle Park
Oracle Health extends clinical AI agent to inpatient nurses
Oracle Health is building out its generative AI capabilities for inpatient nursing workflows. The company announced the U.S. | The clinical AI agent, embedded directly within the Oracle Health Foundation EHR, combines voice-driven chart navigation and search, acute nursing summaries and voice-enabled discrete charting.
Big Tech promised AI would disrupt labor — just not like this
Oracle is reportedly laying off thousands of employees, adding to an already long list of tech giants cutting staff while spending hundreds of billions of dollars on AI data centers.
VA launches new EHR at four Michigan medical centers
The new federal electronic health records system went live at facilities in Ann Arbor, Battle Creek, Detroit and Saginaw. The Department of Veterans Affairs also says it is staffing up to support implementations of the long-beleaguered Oracle Health EHR.
When 1 + 1 = 1: The Miserable Math Behind Many Media Mergers
(Welcome to the “Most Important Story of the Week”, my bi-weekly strategy column analyzing the most important (but often not buzziest) news story of the last two weeks. I’m the Entertainment Strategy Guy, a former streaming executive who now analyzes business strategy in the entertainment industry. Please subscribe.) The last few issues of this newsletter have circled two topics: September’s streaming viewership and all the Paramount/Skydance/Warner Bros./Discovery merger news. I’m happy to say on the Streaming Ratings Report front, we’ll be all caught up by early next week, then the SRR will come out on a tight weekly schedule. Then, after today, I’ll have slayed my PSWbD dragon. It’s such a big story, it demanded multiple issues. With the announcement of a name (just Skydance) and executive team, though, I think we can almost close the book on this story. In terms of topics, it becomes just another studio to cover. So today, I have one last set of takes on that merger. As I’ve sat with it, reading about who was staying and who was going, a big worry crystallized in my brain, and I gotta get that take out. Plus, I still owe you a host of “ugliness” that didn’t fit in my previous “The Good, The Bad and The Ugly” takes. Let’s dive in! Subscribe Most Important Story of the Week - As Paramount Shuffles Deck Chairs, Will They Build or Consolidate? On social media—I try to avoid most social media platforms, but sometimes I end up checking in—the best joke I saw about the announcement of the new name of Skydance was from fellow reporter Claire Atkinson who pointed out… Yeah, I laughed out loud at that one. Later, though, I saw another Twitter response (that later got deleted, so I can’t shout the person out) that did give me pause. The person noted that the Titanic film made the better analogy: a super expensive project everyone in the town doubted that went on to conquer the globe. So yeah: on one hand, the image of the Titanic recalls the actual ship and its infamous end, but that clip is from a movie which proved the doubters wrong. So for all the skepticism of the latest massive media merger, one could wonder which way this one goes. Does it crash like the Titanic or rise to glory like Titanic, the movie? Either way, this deal is “Titanic”, looking at the massive debt required to close the deal, which is not going well when it comes to borrowing costs for Paramount… …or borrowing costs for Oracle. But I’ve started to get worried about another outcome: the sum of this merger will be smaller and weaker and less profitable than its former parts. In other words, one plus one won’t equal three or two, but an even smaller number. Skydance paid to take a traditional studio off the board, but they won’t really capture the upside. Let me explain what I mean, but first, let’s look at the series of news that inspired this thought. Skydance Sets Its Leadership Team As soon as the Paramount-Skydance-Warner Bros.-Discovery merger closed, the new leadership team announced a new name—Skydance, which I’ll use going forward—and a new executive leadership team. You’ve probably read through all the executive shuffling, but if you haven’t, here’s a quick, incomplete summary, in rough order of importance: Mattel’s CEO Ynon Kreiz—who previously ran Maker Studios—joined as co-CEO with David Ellison. HBO/HBO Max’s Casey Bloys will stay and run streaming. Former head of streaming for Paramount-Skydance Cindy Holland—who was also at Netflix—will depart. The former heads of Warner Bros.—Pam Abdy and Mike De Luca—are out. The film studios will be run by Dana Goldstein and Josh Greenstein. George Cheeks of Paramount will run Skydance TV, controlling all the TV production units. In comic book news, the DC films will still be run by Peter Gunn and Peter Safran. Lastly, the head of CNN, Mark Thompson, will stay in place. Let’s quickly opine on the particulars before diving into the broad ramifications. We’re just getting started with this issue, but the rest is for paid subscribers of the Entertainment Strategy Guy, so if you’d like to find out… Who I like and dislike in their next gigs… Why I think this consolidation will likely leave Skydance worse off… The math behind which mergers succeed and which don’t… A lot more ugliness in this merger… And a whole lot more... ...please subscribe! We can only keep doing this great work with your support.
Engrams Embedding Entendre: Codesign for Efficient DRAM/SSD Offloading
Engram extends standard token embeddings with learned multi-token lookups. Recurring local patterns retrieve vectors directly, reducing the need to reconstruct them through attention and feed-forward layers. With Engram model architecture optimization, it allows for lower HBM capacity to be needed for models at the same quality. This does not mean there won’t be an insane demand for HBM but it just means that model architecture will continue to innovate around constraints. This model architecture design is naturally codesigned for parameter offloading: each token accesses a few embedding rows whose addresses depend on token IDs, not hidden states. The runtime can prefetch those rows from host DRAM while earlier layers compute, keeping the table outside HBM without transferring entire weight matrices. Our Memory model contains our latest estimates of quarter by quarter HBM, DRAM, & NAND supply and demand. Offloading frees HBM for model weights and KV cache, potentially supporting larger batches or more concurrent sessions. When DRAM becomes the next constraint, NVMe offers another tier. Recommendation systems already cache frequently or recently accessed embedding rows in faster memory while backing colder rows with SSDs. After NVIDIA roadmap had to change due to massively despec’ing Rubin Ultra from 1024GB to now ~200GB of HBM per chip, model architecture optimizations like emgram maybe helpful. Our DeepSeek-V4.1-Flash configuration uses roughly 189 GiB of memory for Engram. We replace it with a memory-mapped (mmap) file and measure serving performance with offload to SSD. Later on in our report, we will show our Engram offloading experiments along with the official InferenceX agentic inference serving results on Engram models like DeepSeekv4.1 Flash across all 6 NVIDIA GPU SKUs along with MI355X. Unsurprisingly, the CUDA Moat is still mogging MI355X on the ultra popular DeepSeekV4.1 Flash model. We also show how even on high capacity HBM SKUs, offloading emgrams to DRAM could result in even better performance for most of the pareto than keeping the emgram in HBM. Our benchmark has been widely reproduced, validated and/or supported by almost every major buyer of compute from Google Cloud to Microsoft Azure to Oracle, to Meta and many more. Furthermore, it has the support of the ML community including from vLLM, LMCache, SGLang, PyTorch, Huggingface and the support of major labs like OpenAI, MiniMax, ZAI, Qwen, Moonshot Kimi, etc. Star the InferenceX GitHub repository if you find the open-source benchmark and data useful!. InferenceX is the only inference benchmark in the world to have TPUv7, Jalapeño, Nvidia Rubin NVL72, AMD, and soon, SambaNova and Trainium. Due to how realistic AgentX scenario is to real world agentic inference workloads, AMD has committed to collaborating on MI455X UALoE72 too. DeepSeek did not release the original paper’s two trained Engram models. We replicated its setup on fineweb-edu using the released code and training hyperparameters, at an estimated 6E18 FLOPs per run. We observed the same U-shape scaling: Engram improved performance over pure MoE baselines. We also reproduced DeepSeek’s results, where earlier-layer representations with Engram resembled those of later layers. Like the original Engram paper, it is possible to probe Engram’s gate scores to see what n-grams DeepSeek-V4.1-Flash makes the most use of. Our gate scan finds names, code fragments, relational phrasing, and boilerplate. These examples prioritize interesting-ness over gate strength. One unexpected result was Wright : Ace Attorney. These examples suggest learned memory optimizes the training objective, not a judgment of which facts deserve storage. Licenses, bibliography fragments, API scaffolding, and website furniture can provide prediction shortcuts, so the value of additional Engram capacity may depend on what survives data preparation. This does not show that table capacity is “wasted”: the evaluation-corpus scan establishes neither training exposure nor the capacity occupied by each category. For offloading, strong gates do not identify cache-hot rows. Low gates do not automatically save reads either: computing the gate requires the retrieved key and undoes the performance gain of a fused kernel. Skipping reads would require a separate usefulness predictor before retrieval. In the original paper’s inference-time ablation, factual-knowledge benchmarks retained just 29–44% of their original performance, while reading comprehension retained 81–93%. This is due to the training–inference mismatch. The resulting degradation therefore measures this trained model’s dependence on Engram, not the performance difference between models trained with and without it. In our ablations, suppressing Engram worsens token likelihood across all evaluated domains, especially encyclopedia text and several code corpora. Surprisingly, GSM8K accuracy stays within measured run-to-run variation and removing Engram has no effect. Engram is not a detachable dictionary beside an unchanged MoE. Removing it changes downstream features and expert selection. We tested whether rerouting hurts or compensates by holding tokens fixed in a teacher-forced experiment on CRUXEval, a code-reasoning benchmark of small Python functions where the model predicts a function’s output from its code and an input, and scoring the reference answer. Removing Engram raised answer loss from 0.2848 to 0.3093 bits/token. Forcing the ablated model to use the original Engram-on expert choices made it worse still, at 0.3375 bits/token. Rerouting partially compensates for the missing memory. Memory features and expert selection work together, rather than following a clean “memory stores facts; experts reason” division. On the same CRUXeval, removing Engram during either phase reduced accuracy and increased generated tokens; removing it throughout produced the largest changes. Keeping Engram for prefill leads to more correct answers than keeping for decode likely due to semantically richer KV cache transferred to decode workers, allowing it to mitigate some of the performance loss. Engram’s table is large, but each lookup is small. DeepSeek-V4.1-Flash requests 24 rows at each of two Engram layers, about 12.4 KiB per processed token position across the model, or 3.1 KiB per GPU when split across four GPUs. Currently as of Day 7 since Model Release, MI355X is still 2-4x worse performance per dollar compared to B200 even when normalized by Mi355X’s lower TCO. Our full total cost of ownership breakdown comes from our AI Cloud TCO Model along with monthly market surveys of over 100+ gpu clouds & gpu cloud customers. On the Day 0 release of DeepSeekv4.1 Flash, NVIDIA vLLM works out of the box with zero issues across all 6 SKUs: H100, H200, B200, B300, GB200, GB300! This was thanks to the amazing work by the NVIDIA & Interact teams! In comparison, AMD vLLM did not work on day 0 for DeepSeekv4.1 Flash.Source: SemiAnalysis InferenceX AMD’s vLLM documentation points to using vllm/vllm-openai-rocm:deepseekv41-flash-0909, but from hour 0 of the model release to hour 23, AMD has not publicly released the image. AMD claims, “SPEED IS THE MOAT,” yet it has still not released it by the 23rd hour. We wish that, going forward, the AMD team has a better process for hour 0 model releases. Eventually when they did publicly release for “day 0” image support, performance-wise, it is currently up to 14.8x worse perf per dollar than H200 and up to 42x worse perf per dollar than B200/B300. The power of the CUDA MOAT is NVIDIA’s collaboration with its massive 6 million-developer community ecosystem including most of the vLLM & SGLang & Tokenspeed maintainers which means that CUDA is optimized on day 0. Overall, AMD did make significant improvements but the performance per dollar is still currently 2-4x worse than B200. AgentX Engram DRAM Offloading Improving Performance The HBM and DRAM offload use the same GPU kernel to select and dequantize rows. With HBM, it reads GPU memory; with Unified Virtual Addressing (UVA), it reads pinned host memory directly. Both support full decode graphs. Moving the table into HBM accelerates only the sparse lookup, leaving decoder computation and communication unchanged, resulting in little overall benefit while consuming memory otherwise available to KV cache. Another benefit of Engram offloaded to DRAM which means you can reduce the communication overhead by using less HBM GPUs per replica. For example, when enabling Engram offloading on B300, we are able to switch from TP4 to now TP2 which improves the pareto curve by up to 1.6x. When iso-model quality, less HBM is required as the engrams could be offloaded to host DRAM. Thus HBM bandwidth matters way more than HBM capacity. For inference workloads where memory bandwidth matters the most, 4-hi HBM provides the best $/bandwidth and therefore lowest cost per token. If China continues to make more and more revolutionary model architecture innovations, soon it could potentially 0Hi HBM stacks. [ ](https://newsletter.semianalysis.com/p/long-live-the-short-king-why-4-hi) [ Long Live the Short King: Why 4-hi HBM Wins ](https://newsletter.semianalysis.com/p/long-live-the-short-king-why-4-hi) Myron Xie, Bryan Shan, and 3 others · Sep 13 [ Read full story ](https://newsletter.semianalysis.com/p/long-live-the-short-king-why-4-hi) Moreover, on B300 and week-0 stack, moving the Engram table back to HBM did not improve results and stay within run-to-run variance. This is a result of the work optimizing DRAM offload, such as async, and overlap. SSD Offloading On B200, we created a unoptimized vLLM fork and stored the Engram tables in memory-mapped files on local SSDs. File backing lets the OS reclaim table pages when other applications need RAM. Pages already cached in memory can be served without reading the SSD again. Furthermore, note that we were unable to turn on GDS The unoptimized SSD implementation changes how rows reach the GPU. It copies row IDs to the CPU, deduplicates them, gathers the requested rows into pinned buffers, copies those rows back to the GPU and dequantizes them. This work runs between segments of the GPU execution graph. Native UVA performs row selection and dequantization directly on the GPU, avoiding the CPU round trip. A warm filesystem cache removes physical SSD reads, but leaves the coordination, row gathering and transfers. This is why a file already cached in RAM can still perform worse than a pinned DRAM table. The comparison measures the whole serving path; it does not separate the time spent on each of these operations. B200 DRAM dominates both measured SSD serving curves in total tokens per dollar and P90 interactivity. Near 125 tokens/s/user, DRAM delivers 121 million total tokens per dollar versus 52 million for SSD. For production serving, SSD offloading is likely not worth the tradeoff. On the B200 configurations we measured, SSD offloading loses on both measures: every observed SSD point has a DRAM alternative that delivers higher P90 interactivity and more total tokens per dollar. The only points where Cheaper storage does not automatically produce a cheaper inference service. Moving Engram to SSD leaves the same four expensive GPUs and the rest of the server in place. Reclaiming RAM only creates an economic benefit if it enables a cheaper server configuration or additional useful capacity. The current unoptimized path provides neither benefit, and the filesystem cache still consumes RAM when table pages are resident. Next we will look at the mechanisms and specific implementation of ngrams from DeepSeekv4.1 Flash, LongCat, Qwen3.8 Flash Next.
ORCL Stock Dips Overnight: Oracle’s Future Business Tops Market Cap As Microsoft Deal Pressure Weighs Heavily
Oracle’s remaining performance obligations (RPOs) now exceed those of Alphabet and Microsoft and have also surpassed the company’s own market value.