Oracle and OpenAI’s $300B Cloud deal 9/11/25
Sep 11, 2025•4 min
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Episode description
Shares of Oracle are pulling back today after the stock surged 35% this week on the company’s massive revenue backlog. Now we’re learning that OpenAI is responsible for most of that money. We dig into the $300 cloud deal and what it means as OpenAI supports more Nvidia rivals.
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