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Oracle, OpenAI and Stargate

Seeking Alpha on MSN · 48m

Oracle's Stargate deal demonstrates strength of hyperscalers: BNPP

Oracle's (NYSE:ORCL) expanded role in the Stargate Project reinforces BNP Paribas Exane's belief that hyperscalers remain of the best ways for investors to take advantage of the rapid rise of artificial intelligence.

Yahoo Finance · 19h

Oracle, OpenAI Expand Stargate Deal for More US Data Centers

OpenAI has agreed to rent a massive amount of computing power from Oracle Corp. data centers as part of its Stargate initiative, underscoring the intense requirements for cutting-edge artificial intelligence products.

OpenAI's 4.5 GW Lease From Oracle Fuels Stargate's $500 Billion Vision

Microsoft Corp (NASDAQ: MSFT) is leasing 4.5 gigawatts of computing power from Oracle Corp (NYSE: ORCL) under its Stargate initiative, with OpenAI as a potential customer.

4hon MSN

OpenAI is massively upping its Oracle cloud capacity to power Project Stargate - is this the mystery $30bn deal?

Oracle recently signed a contract with a single provider worth $30 billion in annual revenue – could its be OpenAI?

The American Bazaar1h

OpenAI taps Oracle for $30 billion supercharging AI infrastructure

OpenAI signs a $30B deal with Oracle for 4.5GW of data center power under its Stargate project, boosting U.S. AI ...

13h

OpenAI is getting even more computing power from Oracle as part of Stargate.

OpenAI will rent “additional capacity from Oracle totaling about 4.5 gigawatts of data center power in the US,” Bloomberg ...

BW Businessworld2h

OpenAI Strikes $30 Bn Annual Deal With Oracle To Power Massive AI Expansion

OpenAI has signed a cloud computing agreement with Oracle valued at around USD 30 billion annually, as part of a significant ...

Network World3h

Oracle to power OpenAI’s AGI ambitions with 4.5GW expansion

Analysts say the move signals a strategic pivot from generic cloud to AI-first infrastructure, reshaping CIO priorities.

2don MSN

Oracle just signed one mystery customer that will double its cloud revenue in 2028

The filing does not identify the mystery customer. However, on Oracle’s Q4 2025 earnings call founder Larry Ellison mentioned ...

Investor's Business Daily on MSN21h

Oracle Stock Adds To Gains As Wall Street Ponders Mystery Client Behind $30 Billion Cloud Deal

Oracle stock has been rallying since the tech giant said Monday it had landed a $30 billion annual cloud deal.

20h

Oracle faces negative outlook at S&P as cloud growth strains cash flow

S&P could lower Oracle’s rating if debt to EBITDA remains above 3.5x over the next two years with no clear improvement path.

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