Latest AI news, expert analysis, bold opinions, and key trends — delivered to your inbox.
OpenAI just signed a jaw-dropping $300 billion deal with Oracle to run its AI workloads. That’s not just another cloud contract—it’s a signal of how high the stakes have gotten in AI.
Here’s why it matters:
Cloud power = AI power. Training and running models like ChatGPT requires insane compute. This deal ensures OpenAI doesn’t bottleneck.
Not just Microsoft anymore. Until now, OpenAI was seen as Azure’s poster child. Partnering with Oracle diversifies its backbone and gives it more leverage.
Oracle’s comeback. For years, Oracle lagged behind AWS, Azure, and Google in cloud. With OpenAI, it suddenly has a front-row seat in the AI boom.
The bigger play: $300B shows AI isn’t just about clever models—it’s about securing the infrastructure to keep them alive. Compute has become the new currency, and whoever controls it will shape the next phase of AI.