OpenAI, Oracle ink $300B cloud deal for AI ambitions

OpenAI & Oracle’s Cloud Deal OpenAI has signed a $300 billion, five-year deal with Oracle to purchase AI computing power starting around 2027. This deal is part of OpenAI’s Stargate initiative. Oracle will provide the cloud capacity and data centers to meet the demand. This announcement caused Oracle’s stock to surge, showing how big the market believes this shift will be. 🔗 Read more: https://lnkd.in/gAAK3Uqm #AIInfrastructure #OpenAI #Oracle #CloudComputing #TechDeals #FutureOfAI

• WSJ: OpenAI to purchase about $300B in Oracle compute over five years starting in 2027—potentially one of the largest cloud deals ever. • Move underscores OpenAI’s multicloud push; it began using Oracle in 2024 and has moved away from Azure exclusivity. • Part of the Stargate effort: OpenAI, SoftBank, and Oracle plan $500B in domestic data center investments over four years. • OpenAI also reportedly signed a cloud deal with Google, highlighting surging compute needs amid an intensifying AI race. 🔔 Follow us for daily AI updates! 📘 Facebook: https://lnkd.in/gxDt7PJa 📸 Instagram: https://lnkd.in/gmYfWDbF #OpenAI #Oracle #CloudComputing #AIInfrastructure #AIGenerated #CreatedWithAI

Oracle shares surge 36% after signing multi-billion-dollar #cloud deals in Q1 2026, with a deal to modernize #NATO's tech infrastructure, launching an #AI Center of Excellence for #healthcare & bringing OpenAI models to the #OracleHealth portal. Dive in! https://lnkd.in/gkj9nrnr #Oracle #OpenAI #TechNews #technology #trendingnews #explorepage #Techdogs #TDNews #TDDailyNews #TechDogsNews

🚀 OpenAI inks a $300B deal with Oracle for Project Stargate! Over the next 5 years, massive AI data centers (~4.5 GW) will power next-gen AI models, while Oracle’s cloud business surges 77% YoY. A new era of AI infrastructure is here. 🔗 Read more: https://lnkd.in/dix-qW6Q #OpenAI #Oracle #ProjectStargate #AIInfrastructure #CloudComputing #TechDeals #NextGenAI #AIInnovation #DataCenters #FutureOfAI #LarryEllison

OpenAI just signed a $300 billion cloud deal with Oracle over 5 years. That's $60 billion per year. For context, Oracle's entire 2024 revenue was $53 billion. Here's what nobody's talking about: → Microsoft just got dumped as OpenAI's exclusive cloud partner → Oracle needs to build entire data centers from scratch for this → This deal is bigger than most countries' defense budgets Real talk: I've watched companies promise massive infrastructure builds before. Oracle's current cloud capacity couldn't handle 10% of this workload today. The kicker? No official confirmation yet. Just "people familiar with the matter." Either this reshapes the entire cloud industry or it's the most expensive vapor announcement in tech history. What's your take - game changer or overhyped deal that falls apart in year two? 👇 #OpenAI #Oracle #CloudComputing #Microsoft #TechDeals

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

📢 OpenAI Signs $300B Cloud Deal With Oracle OpenAI has agreed to buy $300 billion worth of cloud computing from Oracle over five years starting in 2027. The deal—one of the biggest ever—will support Project Stargate, OpenAI’s massive AI data center plan. 🔗 Full Story: https://lnkd.in/d2VNfaf7 #AI #CloudComputing #OpenAI #Oracle #ProjectStargate

OpenAI has reportedly signed a $300B, five-year deal with Oracle—among the largest cloud agreements ever. Beyond the headline, this is a blueprint for the next decade of AI: whoever secures compute sets the pace for innovation. For leaders, that means planning around capacity, latency, and cost of inference/training—not just model choice. For students and builders, it’s a reminder to design apps that gracefully scale across regions and providers. Sustainability is now a board-level issue: the only defensible path is low-carbon, energy-efficient infrastructure. If your roadmap assumes richer multimodal agents and real-time copilots, this is your signal to stress-test architectures, budgets, and model-ops today. URL : https://lnkd.in/dWgrwXuj #AI #Cloud #OpenAI #Oracle #Infra #Sustainability

☁️🤝 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

🌍 OpenAI Signs $300B Cloud Deal with Oracle This isn’t just big — it’s one of the largest cloud computing contracts in history. Key points: 🔹 $300B over 5 years for cloud + compute 🔹 Requires 4.5 gigawatts of power — more than two Hoover Dams ⚡ 🔹 Oracle stock surged, making Larry Ellison the world’s richest man (overtaking Elon Musk) Why it matters: AI isn’t just about algorithms — it’s now about infrastructure on a nation-scale. 👉 Is this the start of trillion-dollar AI infrastructure wars? #AI #CloudComputing #OpenAI #Oracle #BigTech