The AI industry is dominated by global giants working toward Artificial General Intelligence (AGI), with companies like OpenAI, Anthropic, and Google DeepMind leading the charge. These companies are developing models that can reason across a variety of domains. But as the AI space continues to evolve, a new question is emerging: is scale enough, or […]
OpenAI’s $310 Billion Infrastructure Bet OpenAI is doubling down on AI infrastructure, signing a $300 billion, five-year Oracle cloud deal (starting 2027) and a $10 billion Broadcom chip order. Together, they represent one of the largest tech spending commitments ever. The company, currently valued at $300 billion, could reach $500 billion after selling $6 billion […]
Oracle Shares Rally as AI Bets Pay Off Oracle stock has nearly doubled this year, driven by optimism around a $300 billion, five-year deal with OpenAI. While Q1 FY26 results disappointed with $14.9 billion in revenue and $1.47 EPS, upbeat forecasts of $18 billion in infrastructure revenue this year and $144 billion by 2030 kept […]