𝗢𝗿𝗮𝗰𝗹𝗲-𝗢𝗽𝗲𝗻𝗔𝗜 $𝟯𝟬𝟬𝗕 𝗖𝗹𝗼𝘂𝗱 𝗗𝗲𝗮𝗹: 𝗔 𝗡𝗲𝘄 𝗘𝗿𝗮 𝗶𝗻 𝗔𝗜 𝗜𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 Oracle and OpenAI just announced one of the largest tech contracts in history - a five-year, $300 billion cloud computing agreement starting in 2027. This massive deal will provide OpenAI with unprecedented computing resources to accelerate AI research and model development. 👉 𝗥𝗲𝗮𝗱 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝗮𝗻𝗮𝗹𝘆𝘀𝗶𝘀 𝐛𝐲 Pierre-Alexandre Balland: https://lnkd.in/eVSfTyKY #AI #CloudComputing #Oracle #OpenAI #TechDeals #Infrastructure #AGI #ArtificialIntelligence #TechTrends #BusinessStrategy
Oracle and OpenAI sign $300B cloud deal for AI research
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OpenAI has secured a historic $300 billion cloud infrastructure partnership with Oracle under Project Stargate, representing the largest AI infrastructure investment in history. This deal fundamentally reshapes the AI infrastructure landscape, providing OpenAI with unprecedented computational resources while positioning Oracle as a major AI cloud provider. The agreement signals massive capital deployment toward AI scaling and establishes new benchmarks for infrastructure partnerships that will influence competitive dynamics across the entire AI ecosystem. #LowerAlabamaAI #AIInfrastructure #AINews Read More 🔗 https://lnkd.in/gc-arwnC
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Head of Development & Technology || Bridging the gap between people and technology || Building scalable teams || Advocating clean code & mentorship
🚀 OpenAI has signed a $300B cloud deal with Oracle, starting in 2027. From a tech perspective, this is huge: Oracle strengthens its position as a serious AI infrastructure player. OpenAI diversifies compute beyond Microsoft, reducing single-vendor risk. The scale pushes the limits of data center capacity, energy sourcing, and sustainability. This deal could reshape the AI + cloud landscape for the next decade. #AI #CloudComputing #OpenAI #Oracle #TechInnovation
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OpenAI & Oracle Forge Historic Cloud Deal: $300B Deal Underpins AI Ambitions OpenAI is reportedly set to purchase $300 billion worth of computing power from Oracle over the next five years, starting in 2027. This mega-deal is part of Project Stargate, the broader $500B initiative involving SoftBank and Oracle to build massive AI-ready data center capacity. It signals a major shift: OpenAI continues to diversify beyond Microsoft Azure, and Oracle strengthens its position dramatically in AI cloud infrastructure. #AI #CloudComputing #ProjectStargate #OpenAI #Oracle #TechDeals #AIInfrastructure #DigitalTransformation
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Senior Technical Program Manager | Project Manager | Transformation and Migration Leader for Fortune 500 Companies | AZURE AWS GOOGLE | PMP | AGILE | ITSM | ITIL | Artificial intelligence AI
Infrastructure and Data Center space is on fire supporting AI growth. OpenAI to purchase $300 BILLION compute power from Oracle over the next 5 years! One of the largest cloud contracts in history Take a look... https://lnkd.in/ePzWHv7P
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☁️🤝 OpenAI and Oracle reportedly sign one of the largest cloud deals in history According to WSJ, OpenAI has inked a landmark agreement with Oracle, committing to purchase $300B worth of compute power over five years starting in 2027. Why it matters: 💡 This could be one of the largest cloud contracts ever signed, reshaping the competitive landscape of hyperscale compute. 🖥️ OpenAI is expanding beyond Microsoft Azure, now tapping Oracle (and recently Google) to fuel its insatiable demand for AI infrastructure. 🚀 The deal aligns with the Stargate Project, where OpenAI, Oracle, and SoftBank pledged $500B for U.S. data centers. 🔋 For Oracle, this is a validation of its cloud ambitions, signaling it can play at the same scale as AWS, Azure, and Google Cloud. 👉 As AI models scale, compute has become the new currency of innovation — and multi-cloud strategies are turning into survival strategies. #OpenAI #Oracle #CloudComputing #AI #DataCenters #Microsoft #Google #Infrastructure #TechStrategy #StargateProject
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OpenAI and Oracle have just inked what could be the largest cloud computing deal in history — a staggering $300 billion agreement over five years starting in 2027. This monumental partnership will see OpenAI purchase massive compute capacity from Oracle, powering the next generation of AI innovations. This deal coincides with their collaboration on the Stargate Project, aiming to build out 4.5 gigawatts of data center infrastructure in the US. **Key takeaways:** - The $300 billion deal represents one of the biggest cloud contracts ever, dwarfing OpenAI's current revenue projections and signaling tremendous AI infrastructure demand. - OpenAI’s move diversifies its cloud providers beyond Microsoft Azure and includes partnerships with Oracle and Google amid fierce AI competition. - The Stargate Project partnership with Oracle and SoftBank involves a $500 billion investment to develop over 10 gigawatts of AI data center capacity, expected to create 100,000+ US jobs. How will this historic cloud deal shape the future AI landscape and the competitive dynamics among cloud providers? #CloudComputing #AIInfrastructure #OpenAI #Oracle #StargateProject
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Chief Strategy Officer | Corporate Development | Product Management | Cloud, AI, Networking, Security, Semiconductors | $35B+ M&A Transformation | Startup Advisor
Oracle Cloud Infrastructure ( #OCI ) Cloud war heats up as Inferencing accelerates .. In a previous blog post on earnings summary, I highlighted how OCI is growing the fastest from a small base. They just smashed all expectations in their latest quarterly earnings: 1. 54% yty growth in the latest Q. 2. 77% yty growth in this fiscal Y to $18B 3. RPO grew by $317B within a quarter, with massive training / inference deals from large customers like OpenAI, xAI, Meta, NVIDIA, AMD. 4. So, most astonishingly, in 3 years, OCI revenue is expected to be ~$115B! For context, based on last earnings call, AWS annual revenue run rate is ~$125B. So, what's driving this massive surge? There are many factors. However, the most significant among those is Oracle's deep moat with enterprise data, through: 1. Databases and 2. Business Applications. As the AI boom races to capture value ( i.e. Inference ) from the massive foundational investments ( i.e. Training ), Oracle is in a unique position to extend its data footprint deeper into the infrastructure stack, enabling full stack AI for its customers. Larry said in no uncertain terms: My thoughts continue in my Substack blog here .. https://lnkd.in/gCXZbgWn
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$300 billion is on the table. OpenAI just locked in a five-year deal with Oracle to turbocharge its cloud infrastructure starting in 2027. This isn’t just another tech partnership. Here’s what’s at stake. 2/ The deal gives OpenAI access to Oracle’s massive cloud, supercomputing, and advanced AI chip infrastructure. It’s a major move to secure the resources needed for training next-gen multimodal models and future AI systems. 3/ With AI workloads exploding, capacity is now king. Access to Oracle’s advanced chips and compute ensures OpenAI can push boundaries without bottlenecks. Competitors may find themselves boxed out if supply struggles worsen. 4/ This isn’t just about scale—it's a long-term play to lock in scarce AI resources and build moats. OpenAI’s next act will run on Oracle’s rails.
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Oracle signs deal with OpenAI worth $300bn! The company has secured multiple billion dollar contracts with leading AI players, including a historic $300B deal with OpenAI These agreements underline the soaring demand for compute power as advanced AI models scale globally, fuelling one of the largest cloud build outs on record. Oracle is also collaborating with hyperscalers like AWS, Microsoft, and Alphabet, allowing customers to integrate Oracle Cloud Infrastructure (OCI) alongside native services, a strategy that’s rapidly expanding its data center footprint. With involvement in mega-projects such as Stargate, the $500B AI data center initiative, Oracle is emerging as a serious contender in shaping the next generation of global compute infrastructure. Mega news across the data center industry and the tech revolution as a whole!
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Senior ICT Product & Programme manager with expertise in devices and services
OpenAI has reportedly entered a massive five-year, $300 billion agreement with Oracle for cloud computing infrastructure, starting in 2027, as part of its ambitious Project Stargate. This unprecedented deal, one of the largest computing contracts in history, is aimed at securing the immense computing power needed to support the development and scaling of next-generation AI. The partnership will solidify Oracle’s position as a major player in the AI industry and underscores the capital-intensive nature of building the infrastructure required for advanced artificial intelligence. #OpenAI #Oracle #AIStartup #TechGiants #ProjectStargate #CloudComputing #AI #ArtificialIntelligence #TechPartnership #BigTech #Innovation #DataCenters #DataCenter #TechnologyNews https://lnkd.in/df-mPJRS
Chef d'entreprise @ Axians | Expert MultiCloud, Cybersécurité, Services Managés & Transformation Numérique
1wThis Oracle–OpenAI agreement truly signals a watershed moment for both the cloud and AI industries, with the $300 billion commitment dwarfing any previous cloud deal and setting an entirely new bar for scale and ambition. For tech decision makers, the project’s sheer magnitude raises immediate questions, especially around infrastructure delivery and power provisioning, given that powering these data centers will require energy equivalent to several million US homes. Oracle’s leapfrogging into the center of the hyperscaler landscape is particularly striking, with the deal potentially accounting for up to 78 percent of Oracle’s projected new cloud infrastructure revenues by 2030, a massive repositioning for a company often perceived as a legacy player. The diversification of OpenAI’s cloud partnerships highlights the emerging strategic imperative to avoid over-reliance on a single provider, as well as the operational necessity of securing massive, multi-sourced compute commitments in a market where AI infrastructure demand is surging at double-digit annual rates. This move is likely to temporarily concentrate advanced AI resources among a handful of large players, potentially tightening compute supply and shaping future price evolution. Yet, the economics raise as many questions as the tech does: industry analysts are rightfully skeptical about the viability of backing such immense infrastructure investment without a proven economic model or steady cash flow. The need for an acceleration in both data center construction and sustainable energy sourcing puts even more pressure on execution. For enterprise IT leaders, this announcement reinforces the importance of a robust multi-cloud strategy and proactive risk management to navigate the increasingly complex supply and demand dynamics of AI compute, cloud capacity, and digital supply chains. The next few years will likely shape not just how AI capabilities evolve, but also who gets access to them and on what terms.