Sunday, 14 December

Sunday, 14 December2025

Why the Oracle-OpenAI $300B Deal Took Wall Street by Surprise

Why the Oracle-OpenAI $300B Deal Took Wall Street by Surprise
OpenAI and Oracle stunned markets with a $300 billion, five-year cloud infrastructure deal, highlighting Oracle’s resurging importance in AI infrastructure. Observers noted OpenAI’s deep computing appetite and its strategy to decentralize infrastructure, reducing reliance on any single provider. Though Oracle is less mentioned among AI giants, its decades of core infrastructure strength and prior work with hyperscalers made it an under-appreciated player.

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