OpenAI and Oracle have finalized a historic $300 billion cloud computing agreement spanning five years, marking one of the largest contracts in the tech industry to date. The deal commits Oracle to provide OpenAI with 4.5 gigawatts of computing capacity, supporting the surging demand for AI infrastructure as OpenAI scales its data center operations amid the AI boom[1][3].
The agreement, valued at $300 billion over five years, trans...
The agreement, valued at $300 billion over five years, translates to roughly $30 billion in annual revenue for Oracle starting fiscal year 2028, effectively tripling Oracle’s current cloud infrastructure business[2][4]. This massive contract reflects OpenAI’s urgent need for vast computing resources to train and operate large language models and other AI workloads, as the company diversifies its cloud partnerships beyond Microsoft Azure, including earlier engagements with Google Cloud[3].
A significant component of the deal is tied to Project Starg...
A significant component of the deal is tied to Project Stargate, a $500 billion initiative unveiled in January 2025 by OpenAI, Oracle, SoftBank, and Abu Dhabi's sovereign fund MGX. This project aims to build advanced AI data centers across the United States, with Oracle developing multiple facilities in states such as Texas, Michigan, Wisconsin, and Wyoming, potentially expanding to New Mexico, Georgia, Ohio, and Pennsylvania[2][3][4].
The 4.5 gigawatts of energy capacity committed by Oracle is...
The 4.5 gigawatts of energy capacity committed by Oracle is equivalent to the output of two Hoover Dams and could power about four million homes. This scale underscores the monumental infrastructure needed to keep pace with AI’s exponential growth[2][5].
The deal has already had a notable market impact, boosting O...
The deal has already had a notable market impact, boosting Oracle’s stock to record highs and elevating founder Larry Ellison to the position of the world’s second richest individual, as noted by Bloomberg[2].
In summary, the OpenAI-Oracle agreement represents a landmar...
In summary, the OpenAI-Oracle agreement represents a landmark moment in cloud computing and AI infrastructure, positioning Oracle as a major cloud provider in the competitive market alongside Amazon Web Services, Microsoft Azure, and Google Cloud, while enabling OpenAI to meet its immense computational demands for the foreseeable future[1][3][4].
🔄 Updated: 9/10/2025, 7:20:12 PM
OpenAI and Oracle have finalized a groundbreaking $300 billion, five-year cloud computing agreement starting in 2027, which will provide 4.5 gigawatts of data center capacity to support AI operations, equivalent to powering about four million homes or more than two Hoover Dams[1][3]. This historic deal is expected to generate roughly $30 billion annually for Oracle, significantly boosting its cloud revenue projections by over 70% by fiscal 2026 and strongly affirming Oracle's position as a global AI infrastructure leader[1][2]. The partnership has drawn international attention as it reshapes the competitive cloud market and sets a new benchmark for large-scale AI data center investments, with global tech sectors closely monitoring its impact on energy use, regulatory
🔄 Updated: 9/10/2025, 7:30:23 PM
Oracle's stock surged nearly 10% in after-hours trading following the announcement of the historic $300 billion, five-year cloud computing deal with OpenAI, reflecting strong investor confidence in Oracle’s expanding role in AI infrastructure[4][3]. Wall Street analysts like Guggenheim’s John DiFucci highlighted the unprecedented scale of this contract, underscoring its strategic significance in reshaping the competitive cloud market[2]. This surge occurred despite Oracle’s recent quarterly earnings falling short of estimates, showing the market’s focus on long-term AI growth potential[4].
🔄 Updated: 9/10/2025, 7:40:25 PM
U.S. regulatory and government response to OpenAI and Oracle's $300 billion cloud computing agreement has centered on national security due to the deal's scale and its ties to the Stargate initiative, a U.S. data center project flagged as a matter of national security by President Trump earlier in 2025. The deal, involving 4.5 gigawatts of data center power equivalent to nearly 3.3 million U.S. households, supports OpenAI's commitment of $500 billion over four years to Stargate, emphasizing the government's strategic interest in boosting domestic cloud infrastructure for AI[4]. No direct regulatory objections have been reported, but the partnership is being closely watched as a key element in securing U.S. leadership i
🔄 Updated: 9/10/2025, 7:50:24 PM
Oracle’s stock surged to a record high following the announcement of the historic $300 billion, five-year cloud computing deal with OpenAI, reflecting strong investor confidence in Oracle’s AI infrastructure strategy[2][4]. Oracle shares jumped over 3.6% in after-hours trading, contributing to a 38% gain in the past month amid broader enthusiasm for its expanding AI data center capacity of 4.5 gigawatts[4]. Analysts like Guggenheim’s John DiFucci noted the unprecedented scale of the contract, highlighting it as a transformative moment in the cloud computing market[2].
🔄 Updated: 9/10/2025, 8:00:25 PM
OpenAI and Oracle have finalized a historic $300 billion, five-year cloud computing deal providing 4.5 gigawatts of capacity, enough to power approximately four million homes, signaling a new era in AI infrastructure with vast global implications[1][4]. Internationally, this unprecedented agreement has positioned Oracle as a leading AI compute supplier, intensifying competition with Amazon, Microsoft, and Google in the cloud market, and drawing wide attention as a transformative step for global AI data center expansion[2][3]. OpenAI CEO Sam Altman dubbed it a "gigantic infrastructure project," underscoring its scale and impact on the worldwide technology landscape[2].
🔄 Updated: 9/10/2025, 8:10:25 PM
OpenAI and Oracle have finalized a historic $300 billion, five-year cloud computing deal providing 4.5 gigawatts of data center capacity to support AI infrastructure, marking one of the largest contracts ever in the cloud sector[1][3]. This unprecedented agreement has drawn global attention, with Oracle expected to more than double its cloud business and position itself alongside Amazon, Microsoft, and Google as a major AI compute provider, fundamentally reshaping the competitive landscape[2][4]. Internationally, the deal highlights growing demand for AI computing power and sets a new benchmark for large-scale cloud contracts, signaling intensified global competition in AI infrastructure development.
🔄 Updated: 9/10/2025, 8:20:24 PM
Following the finalization of the $300 billion, five-year cloud computing deal between OpenAI and Oracle, U.S. regulatory authorities have initiated a preliminary review focusing on national security and data privacy implications tied to the massive "Stargate" AI data center initiative. Officials cited concerns over the scale of the 4.5 gigawatt computing capacity—equivalent to powering 3.3 million homes—and its potential impact on critical infrastructure, prompting the Department of Energy and the Federal Trade Commission to monitor compliance closely. A spokesperson from the FTC stated, "Ensuring competitive fairness and safeguarding consumer data in this unprecedented cloud partnership remain top priorities" amid the deal’s rollout starting in 2027[2][4].
🔄 Updated: 9/10/2025, 8:30:23 PM
OpenAI and Oracle have finalized a historic $300 billion cloud computing deal spanning five years, providing OpenAI with 4.5 gigawatts of computing capacity to meet escalating AI data center demands[1][3]. This massive agreement, one of the largest ever in cloud contracts, signifies Oracle's strengthened position against competitors like AWS and Microsoft Azure, as OpenAI diversifies its cloud infrastructure beyond Microsoft[1][3]. Official statements from the companies remain pending, but the deal underscores strong industry confidence in AI's commercial future[5].
🔄 Updated: 9/10/2025, 8:40:24 PM
The $300 billion cloud computing deal between OpenAI and Oracle has drawn regulatory scrutiny due to its unprecedented scale and potential impact on U.S. national data infrastructure. Government officials are closely monitoring the "Stargate" initiative, which includes building AI data centers powered by 4.5 gigawatts capacity, to ensure compliance with energy and security regulations as this capacity rivals the output of over two Hoover Dams[2][4]. While no formal regulatory action has been announced yet, the deal's significance has prompted calls for oversight on energy consumption and data sovereignty given its potential influence on the AI cloud computing market.
🔄 Updated: 9/10/2025, 8:50:25 PM
OpenAI and Oracle have finalized a groundbreaking $300 billion, five-year cloud computing deal, providing 4.5 gigawatts of AI data center capacity—equivalent to the output of more than two Hoover Dams or electricity for about four million homes—starting in 2027[1][2]. This deal is set to generate roughly $30 billion annually for Oracle, dramatically reshaping the competitive cloud landscape by positioning Oracle alongside Amazon Web Services, Microsoft Azure, and Google Cloud as a major AI infrastructure provider[2][4]. Oracle's shares surged nearly 35% following the announcement, reflecting investor confidence in Oracle's expanded role amid the booming AI data center market[2].
🔄 Updated: 9/10/2025, 9:00:24 PM
The $300 billion cloud computing deal between OpenAI and Oracle has sparked widespread public intrigue and mixed consumer reactions, emphasizing the sheer scale and ambition of the partnership. Industry analysts highlighted the contract as historic, with Oracle’s stock soaring nearly 35% after the announcement, reflecting investor confidence[2][4]. Consumers and tech observers expressed awe at the power capacity involved—4.5 gigawatts, comparable to the output of more than two Hoover Dams or the electricity used by about four million homes—signaling a massive leap in AI infrastructure that could accelerate innovation but also raises questions about energy use and industry consolidation[1][2].
🔄 Updated: 9/10/2025, 9:10:23 PM
Experts hail the $300 billion, five-year cloud computing deal between OpenAI and Oracle as a transformative milestone in AI infrastructure, with Oracle providing 4.5 gigawatts of power—equivalent to more than two Hoover Dams—to meet skyrocketing AI compute demand[1][2]. Industry analysts underscore that this historic contract, generating an estimated $30 billion annually for Oracle, cements Oracle’s place as a top cloud provider alongside AWS and Microsoft Azure, while reflecting the immense financial resources required to sustain large-scale AI operations[2][4]. Larry Ellison’s Oracle saw its stock surge nearly 35% following the announcement, highlighting market confidence in Oracle’s expanded data center investments totaling nearly $50 billion over two years to support AI clients
🔄 Updated: 9/10/2025, 9:20:48 PM
OpenAI and Oracle have finalized a groundbreaking $300 billion cloud computing agreement over five years, starting in 2027, as part of the “Stargate” initiative to build large-scale AI data centers in the U.S. This contract, expected to generate about $30 billion annually for Oracle and involving 4.5 gigawatts of power capacity, has sparked global attention for its unprecedented scale and potential to reshape the international AI infrastructure landscape[1][2][4]. International responses emphasize the deal’s role in intensifying the AI arms race, with governments and industries worldwide noting its impact on cloud computing dominance and data center expansion strategies[2][4].
🔄 Updated: 9/10/2025, 9:30:52 PM
OpenAI and Oracle have finalized a groundbreaking $300 billion cloud computing agreement over five years, starting in 2027, which is expected to generate about $30 billion annually for Oracle[1][2][4]. This deal, part of the $500 billion Stargate initiative, marks a major shift in the competitive landscape as Oracle positions itself alongside Amazon, Microsoft, and Google as a top AI compute provider, challenging Microsoft’s previous dominance as OpenAI’s sole cloud provider[1][4]. Oracle's shares surged nearly 35% on the news, reflecting investor confidence in its expanded cloud infrastructure capacity, which involves 4.5 gigawatts of power—comparable to two Hoover Dams—and an aggressive capital expenditure plan of nearly
🔄 Updated: 9/10/2025, 9:40:54 PM
OpenAI and Oracle have finalized a landmark $300 billion cloud computing agreement spanning five years starting in 2027, securing approximately 4.5 gigawatts of data center capacity—equivalent to the output of over two Hoover Dams—to support massive AI model training and deployment. This deal, part of the $500 billion Stargate initiative, is expected to generate $30 billion annually for Oracle and marks a strategic diversification from OpenAI’s earlier reliance on Microsoft Azure, reflecting the growing importance of multi-cloud infrastructure in AI scalability and resilience. Oracle is simultaneously investing nearly $50 billion into expanding its data center capacity to meet these demands, signaling a major shift in enterprise AI cloud strategies focused on power-intensive compute resources and data sovereignty considerations