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Imagine checking your phone at 6am on a Tuesday and finding out, in an email, that a 26-year relationship is over.

Not a meeting. Not a phone call. Not even a video chat with HR. An email. The kind your inbox can sort into a folder.

That is what happened to at least one Oracle employee — and likely to thousands of others — when the tech giant began rolling out one of the largest layoffs the industry has seen in years. In a single communication sent in the early-morning hours, employees who had given decades of their working lives to one of America's most powerful software companies were told their jobs were gone. The company called it restructuring. The financial analysts at TD Cowen called it something more precise: cutting between 20,000 and 30,000 people could generate up to $10 billion in savings. That money, Oracle has made clear, is earmarked for AI infrastructure — the data centres and computing power that will shape the next era of the industry.

The 6am email is being treated, in many business circles, as a process failure. Poor communication. A cold delivery. A PR misstep. But that framing misses the point entirely. The email isn't a mistake. It's a message — and it tells you exactly where power sits inside the modern corporation.

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