OpenAI and Oracle sign massive cloud deal, setting AI pace for decade

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

Big news- OpenAI has signed a $300B, 5-year deal with Oracle starting in 2027. 1 OpenAI will buy massive cloud power & GPUs(Graphics Processing Units) from Oracle to scale its AI models. 2 For Oracle, this is more than revenue—it’s a pivot from being known mainly for databases to becoming a serious cloud & AI infrastructure player, challenging AWS, Google & Microsoft. The challenge: Oracle must build huge data centers and secure 4.5 GW of electricity (equal to 4M homes). A bold bet on the future of AI! #AI #Oracle #OpenAI #CloudComputing #FutureOfTech

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

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

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

A $300B cloud computing deal just reshaped the tech landscape. As an engineer, here's why the technical implications matter more than the headlines. Let's cut through the market noise and focus on what this means for us in tech. Oracle just landed a $300B deal with OpenAI for computing power. Not just cloud storage. Not just servers. Pure computing muscle for AI. Here's what's fascinating from an engineering perspective: •Oracle's infrastructure can handle OpenAI's massive computational needs •They're competing head-to-head with AWS, Azure, and Google Cloud •Their total obligations jumped to $455B - more than Google's backlog This signals three major shifts: 1․AI computing is becoming the new cloud battleground 2․Traditional enterprise players are disrupting the cloud status quo 3․Infrastructure scale requirements are reaching unprecedented levels As someone building on cloud platforms daily, this reshuffles our technology stack options. Oracle is no longer just "that database company." What does this mean for developers? •More competition = better pricing •New infrastructure options to consider •Potential for enhanced AI integration capabilities •Need to stay flexible with cloud architecture decisions The real story isn't about stock prices or billionaire rankings. It's about how the technical landscape is evolving. Question for fellow engineers: How are you preparing your systems and skills for this new era of AI-driven cloud computing? #CloudComputing #TechInfrastructure #SoftwareEngineering 𝐒𝐨𝐮𝐫𝐜𝐞:https://lnkd.in/gZqkR7de

The AI infrastructure race isn’t just between AWS, Azure, and GCP anymore. Oracle just forced its way into the conversation with numbers too big to ignore. Oracle's FY2026Q1 results sent the stock soaring 36%: - Projection of $114B in revenue by 2029 - a 14x increase in growth! - $35B in CapEx in FY26 - $300B deal with OpenAI. OpenAI's current annualized revenue is ~$14B/yr (WSJ) - Investing $5B over five years in the UK to expand AI infrastructure, GenAI services, and capabilities for government and defense Oracle is leaning into AI inference at scale and is making a bet that inference is where the majority of enterprise value will be created as customer expand their GPU footprint. For enterprises, implications are big: 1. More options beyond AWS/Azure/GCP for AI workloads, expanding cloud flexibility 2. Rising pressure on CIOs and product leaders to align AI strategy with infrastructure economics 3. More thoughtful consideration is needed when selecting the appropriate AI model + infrastructure for the product being built https://lnkd.in/gqeiyQqF https://lnkd.in/gpcwAKFY

🚀 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

OpenAI's new $300B deal with Oracle is a power move that just redefined "go big or go home." Let that number sink in.OpenAI just signed a cloud deal with Oracle that's 30x their current revenue. So Oracle is now an AI heavyweight overnight & OpenAI is free from Microsoft's nest. Or the clearest sign yet we're in an AI bubble?#oracle #bigbet #gamechanger #openai #aibubble

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