OpenAI Signs Record $300 Billion Deal with Oracle

OpenAI has signed a five-year contract with Oracle worth approximately $300 billion. This is one of the largest deals in the history of cloud computing, highlighting the explosive growth in infrastructure spending for artificial intelligence.

State-Level Capacity

Under the terms of the agreement, OpenAI will receive approximately 4.5 gigawatts of capacity, which is more than the Hoover Dam produces, or enough to power four million households. This level of consumption demonstrates how resource-intensive modern AI models have become.

Stock market reaction

The news had an immediate impact on the market: Oracle's shares rose sharply. In just one day, the company's founder, Larry Ellison, increased his fortune by $101 billion and surpassed Elon Musk to become the richest person in the world.

The global scale of the AI infrastructure market

Analysts note that the market for artificial intelligence computing is rapidly turning into an arena for deals on a planetary scale. The cost of infrastructure is already being compared to national budgets. Despite warnings about a possible “overheating” of the industry, leading companies continue to sign record contracts to gain a competitive advantage.