OpenAI and Oracle reportedly signed a deal that includes OpenAI buying $300 billion of compute over a five-year span.

OpenAI and Oracle reportedly signed a deal that includes OpenAI buying $300 billion of compute over a five-year span.

The $300B deal is a reminder that despite Oracle’s legacy status, it shouldn’t be overlooked when it comes to AI infrastructure. But key questions around power and how OpenAI will…

Oracle’s stock surge and Broadcom’s breakout underscore OpenAI's influence across Silicon Valley.