What’s behind the massive AI data center headlines?
This week on Equity, Anthony Ha and Max Zeff go beyond the headlines to break down what’s really going on in these AI infrastructure deals.
oracle
It isn’t your imagination: Google Cloud is flooding the zone
While the industry’s biggest players cement ever-tighter partnerships, Google is hellbent on capturing the next generation of AI companies before they become too big to court.
Oracle is reportedly looking to raise $15B in corporate bond sale
This news comes just a few weeks after Oracle allegedly inked a $300 billion compute deal with OpenAI that surprised the market.
Oracle promotes two presidents to co-CEO role
Safra Catz will become the executive vice chair of Oracle’s board of directors after 11 years as the company’s CEO.
Why the Oracle-OpenAI deal caught Wall Street by surprise
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 pay for this remain.
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.
OpenAI agreed to pay Oracle $30B a year for data center services
OpenAI was the customer that signed the huge deal that Oracle disclosed last month.
Trump’s prospective TikTok buyer reportedly includes Oracle, Blackstone, a16z
After pushing the TikTok sale date back yet again, President Donald Trump said in an interview on Sunday that he had found a potential buyer for the ByteDance-owned platform.