Oracle and OpenAI’s $300B Cloud deal 9/11/25

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.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.