In a 1987 Computerworld roundtable chaired by Esther Dyson, Oracle co‑founder Larry Ellison argued that artificial intelligence should be applied sparingly and only where it truly simplifies database and application development. While other panelists promoted AI as a new architectural layer, Ellison warned against treating expert systems as a catch‑all solution, emphasizing the importance of selective use and the need for higher‑level, declarative development tools. His perspective, echoed in later comments about server‑based applications, remains relevant as modern enterprises grapple with AI hype. Leia mais →

Amazon, Google, Microsoft, Meta and Oracle are pouring record capital into artificial‑intelligence infrastructure, data‑center expansion and related technologies. Amazon’s projected spend tops the list, followed closely by Google, while Microsoft, Meta and Oracle trail behind. Investors are uneasy about the size of the commitments, noting sharp stock declines for firms with the highest projected outlays. The clash between massive AI‑related capex and market comfort highlights a tension that could shape the industry’s future as companies race to secure compute resources. Leia mais →

Tech giants including OpenAI, Microsoft, Nvidia, Oracle, and Meta are pouring billions of dollars into new AI‑focused data centers. Partnerships such as the Stargate project promise up to $500 billion in future spending, while Microsoft alone targets $80 billion for AI‑enabled facilities. The rapid build‑out is driving unprecedented demand for power, water, and infrastructure, raising alarms about energy consumption, water use, and rising traffic incidents near construction sites. Executives like AMD’s Lisa Su dismiss worries, arguing demand far outweighs any potential oversupply. Leia mais →

Amazon is in advanced discussions with OpenAI about a $10 billion investment that would also see the AI startup adopt Amazon's Trainium chips and increase its use of Amazon Web Services. The proposed deal could lift OpenAI's valuation past $500 billion while deepening the company's reliance on Amazon's cloud and hardware infrastructure. At the same time, OpenAI continues to expand relationships with other technology partners, including Microsoft, NVIDIA, Oracle and AMD, prompting investors to scrutinize the circular nature of its financing and compute arrangements. Leia mais →

Google’s AI infrastructure leader told employees the company must double its serving capacity every six months to keep up with soaring AI demand. Vice president Amin Vahdat outlined a goal to increase compute, storage and networking capability roughly a thousand‑fold in the next four to five years while maintaining cost and energy efficiency. The push comes amid intense competition, with rivals like OpenAI planning six new data centers and committing massive investment to support hundreds of millions of weekly users. Google’s challenge is to build faster, more reliable, and more scalable infrastructure than any competitor. Leia mais →

Analysts warn that Oracle’s aggressive investment in artificial intelligence is creating a significant credit risk. The company’s largest customer is a venture‑capital‑backed start‑up, and its debt‑to‑equity ratio has surged to 500%, far above peers such as Amazon and Microsoft. Oracle also carries the lowest cash‑to‑assets ratio among the major hyperscalers. Long‑term data‑center leases tied to OpenAI add roughly $100 billion of off‑balance‑sheet commitments. Recent leadership changes, including the departure of long‑time CEO Safra Catz and the appointment of co‑CEOs Clay Magouyrk and Mike Sicilia, underscore the strategic shift toward AI despite financial strain. Leia mais →

Anthropic announced a $50 billion partnership with U.K.-based Fluidstack to build custom data centers in Texas and New York, slated for completion through 2026. The facilities are designed to support the compute‑intensive Claude models and reflect Anthropic’s push for dedicated infrastructure alongside existing cloud ties with Google and Amazon. The move positions Anthropic among rivals such as Meta and the SoftBank‑OpenAI‑Oracle consortium, whose infrastructure spending dwarfs the new project. Fluidstack, a rising neocloud provider, gains a high‑profile client and further credibility in the rapidly expanding AI‑hardware market. Leia mais →

Major technology firms are committing unprecedented sums to AI‑related data center projects, with Oracle, SoftBank, Meta and others pledging hundreds of billions of dollars. While the scale of funding reflects optimism about AI growth, surveys show many companies remain cautious, and industry leaders warn that physical infrastructure—especially power and space—could become a bottleneck. The juxtaposition of massive financial commitments and lingering market uncertainty highlights the complex dynamics shaping the emerging AI ecosystem. Leia mais →

OpenAI announced a multi‑year agreement with Amazon to purchase $38 billion in cloud computing services. The partnership will see the company shift immediately to Amazon Web Services, with full capacity expected by the end of 2026 and the option to expand beyond 2027. The deal follows OpenAI’s recent restructuring that removed the need for Microsoft’s approval on such purchases and aligns with its broader plan to spend over $1 trillion on computing power in the next decade. Analysts note the massive spending may signal an emerging AI investment bubble. Leia mais →

Oracle AI World 2025 kicked off in Las Vegas with live on‑the‑ground reporting. The two‑day event, previously known as Cloud World, features keynotes from co‑CEOs Mike Sicilia and Clay Magouyrk, who discuss the future of artificial intelligence and cloud technology. Attendees can expect breakout sessions, executive meet‑ups, and a look at Oracle's newest AI initiatives. Leia mais →

OpenAI is accelerating its AI compute ambitions by teaming with Broadcom to design and deploy custom AI accelerators, targeting a rollout of 10 gigawatts of chips by 2029. The partnership adds to existing agreements with NVIDIA, AMD and Oracle, which together promise tens of gigawatts of additional capacity. CEO Sam Altman has outlined a longer‑term vision of 250 gigawatts of compute over eight years, a scale that would require multi‑trillion‑dollar financing. The combined deals signal OpenAI’s push to secure the hardware foundation needed for its next generation of models while diversifying its supply chain across several chip makers. Leia mais →

Silicon Valley dominated headlines this week with massive AI infrastructure deals. Nvidia announced a potential $100 billion investment in OpenAI, while OpenAI revealed plans to add five new Stargate data centers in partnership with Oracle and SoftBank, promising gigawatts of fresh capacity. Oracle financed the effort by selling $18 billion in bonds. At the same time, OpenAI launched Pulse, a personalized morning briefing feature in ChatGPT that currently runs only for $200‑a‑month Pro users due to server constraints. The flurry of investments and product launches raises questions about the balance between costly data‑center expansion and new AI services. Leia mais →

OpenAI CEO Sam Altman detailed a bold plan to scale AI compute, aiming to build a factory that can produce a gigawatt of new AI infrastructure each week. He highlighted partnerships with Oracle on massive data centers in Texas, a $500 billion Stargate Project, and Nvidia’s $100 billion investment to power the effort. Altman stressed the need for rapid innovation across chips, power, construction, and robotics, and framed widespread AI access as a future economic driver and potential human right. Leia mais →

OpenAI disclosed plans to stand up five new data center sites across Texas, New Mexico, Ohio and a yet‑to‑be‑announced Midwest location, partnering with Oracle and SoftBank. The effort is part of the so‑called Stargate project, which aims to deliver up to 10 gigawatts of AI compute power and involves billions of dollars in investment. Existing facilities include a site in Abilene, Texas, and collaborations with CoreWeave. CEO Sam Altman emphasized that expanding compute is essential to AI’s promise, while noting challenges such as financing, permitting and community opposition. A lawsuit from Ziff Davis over alleged copyright infringement is also highlighted. Leia mais →

OpenAI is planning to operate six giant data centers to support its next‑generation AI models. The effort requires massive amounts of specialized hardware, prompting large‑scale financing arrangements with Nvidia and Oracle. Nvidia has pledged up to $100 billion in investment, while Oracle is reportedly engaged in a $30 billion‑per‑year deal to build facilities that OpenAI will lease. Critics describe these structures as circular financial engineering that could amplify risks if AI demand falls short, raising concerns about a potential bubble in the AI infrastructure market. Leia mais →

Oracle is reportedly preparing a $15 billion corporate bond offering that could include up to seven tranches, one of which may be a 40‑year bond. The move comes weeks after the cloud‑infrastructure giant signed a massive AI compute agreement with OpenAI valued at $300 billion and entered talks with Meta on a $20 billion deal. Oracle also announced a leadership transition, with CEO Safra Catz moving to executive vice‑chair and co‑CEOs Clay Magouyrk and Mike Sicilia taking the helm. Leia mais →

OpenAI announced plans to add five new data centers across the United States under its Stargate program, partnering with Oracle and SoftBank. The expansion will bring total U.S. capacity close to seven gigawatts and includes sites in Texas, New Mexico, Ohio, and a yet‑to‑be‑named Midwest location. Oracle will operate the flagship Abilene facility, while SoftBank’s SB Energy backs two of the new sites. The project is tied to broader U.S. AI competitiveness goals, with expectations of thousands of jobs and additional collaborations with Nvidia and international partners. Leia mais →

Tech giants and investors are pouring massive capital into AI infrastructure, signing multi‑billion‑dollar cloud and data‑center deals to meet soaring compute demands. Microsoft, Oracle, Google, Amazon, Nvidia, and others have locked in partnerships with AI firms such as OpenAI, Anthropic, and Meta, committing billions to cloud services, GPU supply, and new data‑center construction. These agreements underline a race to secure the hardware and energy needed for next‑generation models, while also highlighting the growing influence of AI on corporate strategy and the broader technology ecosystem. Leia mais →

OpenAI announced a nonbinding memorandum of understanding with Microsoft that would allow the AI startup to convert its for‑profit arm into a public benefit corporation. The deal keeps OpenAI’s nonprofit board in control while granting Microsoft preferred access to the technology and primary cloud services. The agreement follows months of negotiation, legal disputes, and competing partnership offers, including a cloud contract with Oracle and a data‑center collaboration with SoftBank. Regulators in California and Delaware must still approve the transition, and the arrangement remains subject to a definitive contract. Leia mais →

OpenAI has reportedly pledged $300 billion to Oracle over a five‑year period to secure up to 4.5 gigawatts of power for new data‑center capacity, a deal announced by major newspapers and slated to begin in 2027. The agreement, part of OpenAI’s broader push to diversify beyond Microsoft Azure, ties into the company’s Stargate Project, a multi‑billion‑dollar effort to build AI infrastructure with partners including Oracle, Microsoft, Nvidia and Softbank. The deal reflects soaring demand for generative‑AI compute, with U.S. data‑center numbers having nearly doubled since 2021 and power consumption expected to double again by 2035. Leia mais →