Tech
Oracle Cloud Infrastructure: The bare metal facts | Computer Weekly
Oracle Cloud Infrastructure (OCI) has become a strategically significant part of Oracle’s business, and one it hopes offers differentiation from the major hyperscalers. The company posted cloud infrastructure revenue of $4.9bn in the third quarter of its 2026 financial year, up 84% from the same period last year. It has also committed to spending $533bn to meet the compute requirements to fulfil customer contracts.
At the company’s recent Oracle AI Tour event in London, Computer Weekly met up with company representatives to discuss how its public cloud competes with the hyperscalers.
When asked about the main difference between Oracle’s approach and that of other cloud service providers (CSPs), Nathan Thomas, senior vice-president of product management for OCI, said: “We do delineate a little bit between OCI and other CSPs in that we’ve stayed reasonably focused in that core infrastructure space.”
He said OCI comprises around 150 web services available as public and private cloud offerings, and it has a global footprint spanning 200 regions.
Oracle’s strategy is intentionally focused on IT infrastructure. “We don’t have some of the bloat – the niche, unprofitable services – that other CSPs carry around,” said Thomas. “We’ve taken a very firm approach to build the highest-performance, lowest-cost cloud that’s highly secure everywhere.”
The focus, he added, is to build the OCI IT environment with compute, networking and storage that “are highly tunable”, and that will remain “a major focus” for the company.
Significantly, Thomas said that of the OCI customers requiring the highest level of performance, most are opting to buy “bare metal” hosting from Oracle. “When we look at our largest customers, they deploy bare metal with their own AI-driven software and platform management.”
When asked why these organisations are choosing bare metal over cloud-based IT infrastructure, Thomas spoke of the performance degradation and potential security risks inherent in server virtualisation compared to direct hardware access.
“We find that there is a bit of a tax that comes along with virtualisation, both in terms of efficiency of hardware, but also in terms of security, and the customers at the high end [of compute] are saying they would rather avoid that tax,” he said.
In his experience, some Oracle customers are more comfortable than they used to be in managing their own virtualisation as they grow their level of expertise. “A lot of the value that the clouds are bringing to bear in that space has been eroded by domain knowledge that’s growing from a customer perspective,” he said.
Thomas claimed that unlike rival cloud service providers, which he said use some level of virtualisation in their bare metal services to support storage and networking, Oracle’s is completely bare. This puts the onus on Oracle bare metal customers to deploy the entire IT environment the servers require.
“We do a huge amount of work on our root of trust concept [see box: What is Orace’s root of trust], where we validate the bare metal servers to ensure that they are secure for customers. This has been a huge investment for us. I don’t think we’ve seen anybody else quite follow the same pattern.”
Thomas said OCI is the only CSP where the bare metal offering is the company’s primary focus. “I think most other CSPs start the other way around, thinking about virtualisation first and then trying to bolt on bare metal. From an engineering capacity management perspective, we think about that bare metal every day,” he said.
Tech
Anthropic Supply-Chain-Risk Designation Halted by Judge
Anthropic won a preliminary injunction barring the US Department of Defense from labeling it a supply-chain risk, potentially clearing the way for customers to resume working with the company. The ruling on Thursday by Rita Lin, a federal district judge in San Francisco, is a symbolic setback for the Pentagon and a significant boost for the generative AI company as it tries to preserve its business and reputation.
“Defendants’ designation of Anthropic as a ‘supply chain risk’ is likely both contrary to law and arbitrary and capricious,” Lin wrote in justifying the temporary relief. “The Department of War provides no legitimate basis to infer from Anthropic’s forthright insistence on usage restrictions that it might become a saboteur.”
Anthropic and the Pentagon did not immediately respond to requests to comment on the ruling.
The Department of Defense, which under Trump calls itself the Department of War, has relied on Anthropic’s Claude AI tools for writing sensitive documents and analyzing classified data over the past couple of years. But this month, it began pulling the plug on Claude after determining that Anthropic could not be trusted. Pentagon officials cited numerous instances in which Anthropic allegedly placed or sought to put usage restrictions on its technology that the Trump administration found unnecessary.
The administration ultimately issued several directives, including designating the company a supply-chain risk, which have had the effect of slowly halting Claude usage across the federal government and hurting Anthropic’s sales and public reputation. The company filed two lawsuits challenging the sanctions as unconstitutional. In a hearing on Tuesday, Lin said the government had appeared to illegally “cripple” and “punish” Anthropic.
Lin’s ruling on Thursday “restores the status quo” to February 27, before the directives were issued. “It does not bar any defendant from taking any lawful action that would have been available to it” on that date, she wrote. “For example, this order does not require the Department of War to use Anthropic’s products or services and does not prevent the Department of War from transitioning to other artificial intelligence providers, so long as those actions are consistent with applicable regulations, statutes, and constitutional provisions.”
The ruling suggests the Pentagon and other federal agencies are still free to cancel deals with Anthropic and ask contractors that integrate Claude into their own tools to stop doing so, but without citing the supply-chain-risk designation as the basis.
The immediate impact is unclear because Lin’s order won’t take effect for a week. And a federal appeals court in Washington, DC, has yet to rule on the second lawsuit Anthropic filed, which focuses on a different law under which the company was also barred from providing software to the military.
But Anthropic could use Lin’s ruling to demonstrate to some customers concerned about working with an industry pariah that the law may be on its side in the long run. Lin has not set a schedule to make a final ruling.
Tech
How Trump’s Plot to Grab Iran’s Nuclear Fuel Would Actually Work
President Donald Trump and top defense officials are reportedly weighing whether to send ground troops to Iran in order to retrieve the country’s highly enriched uranium. However, the administration has shared little information about which troops would be deployed, how they would retrieve the nuclear material, or where the material would go next.
“People are going to have to go and get it,” secretary of state Marco Rubio said at a congressional briefing earlier this month, referring to the possible operation.
There are some indications that an operation is close on the horizon. On Tuesday, The Wall Street Journal reported that the Pentagon has imminent plans to deploy 3,000 brigade combat troops to the Middle East. (At the time of writing, the order has not been made.) The troops would come from the Army’s 82nd Airborne Division, which specializes in “joint forcible entry operations.” On Wednesday, Iran’s government rejected Trump’s 15-point plan to end the war, and White House press secretary Karoline Leavitt said that the president “is prepared to unleash hell” in Iran if a peace deal is not reached—a plan some lawmakers have reportedly expressed concern about.
Drawing from publicly available intelligence and their own experience, two experts outlined the likely contours of a ground operation targeting nuclear sites. They tell WIRED that any version of a ground operation would be incredibly complicated and pose a huge risk to the lives of American troops.
“I personally think a ground operation using special forces supported by a larger force is extremely, extremely risky and ultimately infeasible,” Spencer Faragasso, a senior research fellow at the Institute for Science and International Security, tells WIRED.
Nuclear Ambitions
Any version of the operation would likely take several weeks and involve simultaneous actions at multiple target locations that aren’t in close proximity to each other, the experts say. Jonathan Hackett, a former operations specialist for the Marines and the Defense Intelligence Agency, tells WIRED that as many as 10 locations could be targeted: the Isfahan, Arak, and Darkhovin research reactors; the Natanz, Fordow, and Parchin enrichment facilities; the Saghand, Chine, and Yazd mines; and the Bushehr power plant.
According to the International Atomic Energy Agency, Isfahan likely has the majority of the country’s 60 percent highly enriched uranium, which may be able to support a self-sustaining nuclear chain reaction, though weapon-grade material generally consists of 90 percent enriched uranium. Hackett says that the other two enrichment facilities may also have 60 percent highly enriched uranium, and that the power plant and all three research reactors may have 20 percent enriched uranium. Faragasso emphasizes that any such supplies deserve careful attention.
Hackett says that eight of the 10 sites—with the exception of Isfahan, which is likely intact underground, and “Pickaxe Mountain,” a relatively new enrichment facility near Natanz—were mostly or partially buried after last June’s air raids. Just before the war, Faragasso says, Iran backfilled the tunnel entrances to the Isfahan facility with dirt.
The riskiest version of a ground operation would involve American troops physically retrieving nuclear material. Hackett says that this material would be stored in the form of uranium hexafluoride gas inside “large cement vats.” Faragasso adds that it’s unclear how many of these vats may have been broken or damaged. At damaged sites, troops would have to bring excavators and heavy equipment capable of moving immense amounts of dirt to retrieve them
A comparatively less risky version of the operation would still necessitate ground troops, according to Hackett. However, it would primarily use air strikes to entomb nuclear material inside of their facilities. Ensuring that nuclear material is inaccessible in the short to medium term, Faragasso says, would entail destroying the entrances to underground facilities and ideally collapsing the facilities’ underground roofs.
Softening the Area
Hackett tells WIRED that based on his experience and all publicly available information, Trump’s negotiations with Iran are “probably a ruse” that buys time to move troops into place.
Hackett says that an operation would most likely begin with aerial bombardments in the areas surrounding the target sites. These bombers, he says, would likely be from the 82nd Airborne Division or the 11th or 31st Marine Expeditionary Units (MEU). The 11th MEU, a “rapid-response” force, and the 31st MEU, the only Marine unit continuously deployed abroad in strategic areas, have reportedly both been deployed to the Middle East.
Tech
Amazon’s Spring Sale Is So-So, but Cadence Capsules Are a Bright Spot
The WIRED Reviews Team has been covering Amazon’s Big Spring Sale since it began at on Wednesday, and the overall deals have been … not great, honestly. So far, we’ve found decent markdowns on vacuums, smart bird feeders, and even an air fryer we love, but I just saw that Cadence Capsules, those colorful magnetic containers you may have seen on your social media pages, are 20 percent off. (For reference, the last time I saw them on sale, they were a measly 9 percent off.)
If you’re not familiar, they allow you to decant your full-sized personal care products you use at home—from shampoo and sunscreen to serums and pills—into a labeled, modular system of hexagonal containers that are leak-proof, dishwasher safe, and stick together magnetically in your bag or on a countertop. No more jumbled, travel-sized toiletries and leaky, mismatched bottles and tubes.
Cadence Capsules have garnered some grumbling online for being overly heavy or leaking, but I’ve been using them regularly for about a year—I discuss decanting your daily-use products in my guide to How to Pack Your Beauty Routine for Travel—and haven’t experienced any leaks. They do add weight if you’re trying to travel super-light, and because they’re magnetic, they will also stick to other metal items in your toiletry bag, like bobby pins or other hair accessories. This can be annoying, especially if you’re already feeling chaotic or in a hurry.
Otherwise, Capsules are modular, convenient, and make you feel supremely organized—magnetic, interchangeable inserts for the lids come with permanent labels like “shampoo,” “conditioner,” “cleanser,” and “moisturizer.” Maybe you love this; maybe you don’t. But at least if you buy on Amazon, you can choose which label genre you get (Haircare, Bodycare, Skincare, Daily Routine). If this just isn’t your jam, the Cadence website offers a set of seven that allows you to customize the color and lid label of each Capsule, but that set is not currently on sale.
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