Oracle’s Bet on AI: Can the Cloud Become the Next GPU Supercomputer?
How the $300B OpenAI deal redefines the race for AI infrastructure OpenAI has just signed a $300 billion deal with Oracle Cloud. This is not a standard cloud services contract — it is one of the largest tech investments in history, and it says a lot about where IT infrastructure is heading. One of the striking aspects of this deal is its energy demand: Oracle disclosed the need for about 4.5 gigawatts of electric power capacity to support the infrastructure….