Oracle CEO just bet $300 billion on OpenAI - here's what it means for your portfolio
Key Points
- Oracle invests $300 billion in OpenAI over five years, riski...
Oracle just committed $300 billion to OpenAI over five years, which is roughly equivalent to buying 300 million Tesla Model 3s or funding NASA for the next 12 years. Let that sink in while we unpack what might be the tech industry's biggest "bet the farm" moment since someone decided to launch a thousand streaming services.
The numbers tell a fascinating story. Oracle's cloud infrastructure revenue jumped 55% year-over-year in Q1 FY 2026, making them look like the infrastructure kingpin they've always wanted to be. But here's where it gets spicy: OpenAI is burning through cash faster than a c...
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