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OpenAI and Oracle reportedly ink historic cloud computing deal: OpenAI and Oracle reportedly signed a deal that includes OpenAI buying $300 billion of compute over a five-year span.  https://lnkd.in/dNe4jdyj

OpenAI and Oracle reportedly ink historic cloud computing deal OpenAI and Oracle reportedly signed a deal that includes OpenAI buying $300 billion of compute over a five-year span. https://lnkd.in/e-tENZB8

OpenAI and Oracle reportedly ink historic cloud computing deal: "$300 billion worth of compute power over a span of about five years" https://lnkd.in/gA2SeVmz

OpenAI and Oracle reportedly ink historic cloud computing deal https://lnkd.in/e-tENZB8 OpenAI and Oracle reportedly signed a deal that includes OpenAI buying $300 billion of compute over a five-year span.

OpenAI and Oracle reportedly ink historic cloud computing deal | TechCrunch https://buff.ly/E9gM97Z OpenAI and Oracle have reportedly signed a groundbreaking agreement in the realm of cloud computing, as highlighted by TechCrunch. This collaboration is set to enhance cloud services, combining OpenAI's advanced artificial intelligence capabilities with Oracle's robust cloud infrastructure. Such partnerships are crucial in driving innovation and efficiency within the tech industry. By leveraging each other's strengths, both companies aim to offer superior cloud solutions, potentially revolutionizing the way businesses operate. Keep an eye on this development for its potential impact on technology and business sectors. #CloudComputing #AIInnovation

Oracle has just secured a $300B deal with OpenAI (starting 2027) to meet OpenAI’s massive compute demands—an acknowledgment of how integral infrastructure is in scaling AI. With Microsoft no longer the exclusive cloud partner, Oracle is stepping up as a key player in supporting AI’s backbone. Companies that control or invest in high-scale compute will increasingly be the gatekeepers of what’s possible in AI. The cloud wars are far from over—and infrastructure deals like this may tip the balance. https://lnkd.in/dQX-QRsk

#AWS is facing a #cloudcrisis in the #GPU #XPU #Cloud era, trailing behind Microsoft Azure and Google Cloud. However, AWS is poised for a resurgence, driven by its #partnership with #Anthropic, a leading #GenAI company. AWS is investing heavily in datacentres and custom Trainium chips to support Anthropic’s aggressive training and inference needs. https://lnkd.in/ecK9AEaV #tech #media #news

Why the Oracle-OpenAI Deal Caught Wall Street by Surprise   The recent strategic partnership between OpenAI and Oracle, where OpenAI will use Oracle's cloud infrastructure (OCI) for its compute needs, sent shockwaves through Wall Street. The surprise stemmed from three key factors that challenge conventional market expectations.   1. The Unlikely Alliance: The biggest surprise was the partnership itself. OpenAI is heavily backed by Microsoft, a cloud hyperscaler and direct competitor to Oracle. Wall Street expected OpenAI's massive compute demands to be met almost exclusively by its primary investor and partner, Microsoft Azure. This deal signals that OpenAI is prioritizing performance, scale, and strategic flexibility over pure allegiance, demonstrating its autonomy even with a tech giant as a major backer.   2. A Validation of Oracle's Niche: Larry Ellison's Bet Pays Off For years, Oracle co-founder Larry Ellison has aggressively invested in building a high-performance cloud infrastructure focused on a specific strength: running massive AI workloads, particularly with Nvidia's top-tier GPUs. While the market often viewed Oracle Cloud as a distant competitor to AWS, Azure, and Google Cloud, the OpenAI deal serves as a powerful, third-party validation of Oracle's technical capabilities. It proves that OCI is a top-tier player for elite AI compute, a highly lucrative and strategic market.   3. The "Multi-Cloud" Reality for AI: The deal underscores a critical trend in enterprise AI: the future is multi-cloud. Even the most advanced AI companies cannot rely on a single provider to meet their unprecedented and scaling compute needs. By diversifying its infrastructure to include OCI, OpenAI is mitigating potential capacity constraints and ensuring it can access the best available resources to continue its rapid innovation pace, regardless of vendor.   Key Takeaway for LinkedIn Professionals:   This move is more than just a cloud deal; it's a strategic lesson in business and technology: ·      For Tech Leaders: It validates that specialized, high-performance infrastructure can win against broader, general-purpose clouds in critical domains like AI. ·      For Investors: It signals that the AI infrastructure race is far from over and that Oracle has successfully carved out a high-value niche. ·      For Strategists: It demonstrates that even deep partnerships (like OpenAI-Microsoft) can be non-exclusive when core business needs—like securing enough compute—are at stake.   The Oracle-OpenAI deal didn't just catch Wall Street by surprise; it reshaped the competitive landscape of the cloud wars, positioning Oracle as a formidable force in the AI revolution. #AI #OpenAI #Oracle #Microsoft #CloudComputing #OCI #Azure #TechStrategy #WallStreet #Innovation #Supercomputing #FutureOfTech #BusinessStrategy