OpenAI signs a record deal with Oracle for $300 billion: ambitions and risks
11 September 2025 21:23
The American company OpenAI, known for its artificial intelligence models, has signed a $300 billion contract with the tech giant Oracle. The agreement provides for the purchase of computing power in the cloud for five years, starting in 2027.
The Wall Street Journal writes about this with reference to informed interlocutors, "Komersant Ukrainian" reports.
This is one of the largest contracts of this type in history and a sign that spending on AI infrastructure is reaching record levels.
Why it is important
Artificial intelligence requires huge resources, from expensive GPUs to data centers that consume more energy than small countries.
The contract could cement Oracle as a key player in the cloud, where the company has traditionally lagged behind Amazon, Microsoft, and Google. For OpenAI, the deal opens up access to a powerful infrastructure, but also poses a challenge: how to secure stable funding, given that the company’s current annual revenue is estimated at only $10 billion.
What are the risks?
- For OpenAI: the volume of payments – about $60 billion a year – far exceeds current revenues. This forces the company to look for new sources of monetization and investors.
- For Oracle: the company makes a big bet on one customer and may need significant loans to purchase AI chips.
Context
In June, Oracle first hinted at the deal, saying that it could bring more than $30 billion in annual revenue. Meanwhile, OpenAI is working on the construction of the Stargate data center in India, which could become one of the largest in the world.
This contract is just one example of a global “arms race” in the field of artificial intelligence, where investments in high-powered servers and network infrastructure play a key role.
The deal between OpenAI and Oracle could be crucial for the future of the AI market. It demonstrates how expensive and resource-intensive the development of artificial intelligence is becoming, and at the same time shows that even leading companies are risking their financial stability by trying to maintain leadership in this technological race.
