OpenAI, Oracle Sign $300B Computing Deal, Among Biggest in History

20 jaredwiener 4 9/10/2025, 6:12:33 PM wsj.com ↗

Comments (4)

greatgib · 1h ago
This deal doesn't make any sense to me.

Like Stargate, after looking at the fine prints it will not concretize to anything real money in the end.

not_your_vase · 2h ago
I can't read the article, and I wouldn't be surprised if it would be mentioned: OpenAI has hit $10B ARR just a few weeks ago - which is nothing to sneeze at, but it's at least a magnitude smaller than their expenditures... it's not exactly sustainable economically.

I guess MS (or Oracle) will finally acquihire them in the next half year

tibbydudeza · 49m ago
AI Winter 2.0 will be glorious.
hjouneau · 49m ago
I don't know if the bubble will burst, but the bubble is big.