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Oracle in talks for $20B AI cloud deal with Meta

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Oracle is negotiating a multi-year cloud computing contract with Meta worth about $20 billion, a source told Reuters on Friday, highlighting the social media giant’s urgent push to secure computing capacity for AI development.

Under the potential deal, Oracle would provide infrastructure for training and deploying AI models, supplementing Meta’s existing cloud partnerships. Neither company commented on the report.

The talks come just days after news that OpenAI signed a landmark agreement to buy $300 billion worth of computing power from Oracle over five years—one of the largest cloud deals ever recorded.

Oracle, once known primarily for enterprise software, has rapidly repositioned itself as a heavyweight in cloud infrastructure through Oracle Cloud Infrastructure (OCI). It has partnered with Amazon, Google, and Microsoft to allow their customers to run Oracle workloads alongside native services. Revenue from these tie-ups surged more than 16x in Q1.

In recent weeks, Oracle has announced four additional multi-billion-dollar contracts as AI firms such as OpenAI, Musk’s xAI, and now Meta aggressively lock in long-term capacity. Oracle said it expects to sign more mega-customers in the coming months, projecting over half a trillion dollars in booked OCI revenue.

If finalized, the Meta deal would further cement Oracle as a critical player in the AI infrastructure race, rivaling traditional hyperscalers and underscoring just how central cloud power has become in the battle for AI dominance.

SoftBank in Talks to Invest Up to $25 Billion in OpenAI

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SoftBank is in discussions to invest between $15 billion and $25 billion in OpenAI, the owner of ChatGPT, according to a source familiar with the matter. The move is part of the Japanese conglomerate’s ongoing efforts to expand its footprint in the AI sector. Some of the investment may go towards funding OpenAI’s commitment to Stargate, a joint venture between Oracle, OpenAI, and SoftBank.

The Stargate project aims to secure up to $500 billion in investments to keep the U.S. ahead of China and other global competitors in the AI race. SoftBank has already committed $15 billion to Stargate and is exploring additional financing options for the project. The investment talks with OpenAI are still in early stages, according to the source.

Earlier reports indicated that SoftBank is considering a total investment of $40 billion into both Stargate and OpenAI, including borrowing up to $18.5 billion in financing, secured by its publicly-listed assets. The venture was unveiled at a White House event last week, attended by U.S. President Donald Trump, SoftBank CEO Masayoshi Son, OpenAI CEO Sam Altman, and Oracle Chairman Larry Ellison.

However, SoftBank’s stock price has taken a hit following a market selloff triggered by the rise of DeepSeek, a Chinese AI startup that introduced a free AI assistant developed at a fraction of the cost of its U.S. competitors. This shift has raised concerns about the sustainability of business models that rely on expensive AI technology and contributed to a decline in SoftBank’s shares, which were down 1% in morning trading on Thursday.

Despite this, SoftBank remains committed to strengthening its position in the AI sector. The company already holds a $1.5 billion stake in OpenAI, which was valued at $157 billion in its most recent funding round. SoftBank and OpenAI have yet to comment on the reported investment discussions.

 

Microsoft to Invest $80 Billion in AI-Enabled Data Centers in Fiscal 2025

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Microsoft plans to invest $80 billion in fiscal 2025 to develop data centers focused on training artificial intelligence (AI) models and deploying AI and cloud-based applications, according to a company blog post. This follows a surge in AI investments, driven by the popularity of AI technologies like OpenAI’s ChatGPT, which require vast computing power.

As AI technologies demand specialized infrastructure, Microsoft is significantly enhancing its data-center network and increasing its investment in AI-focused computing capabilities. The company’s fiscal 2025 capital expenditure, including leases, is projected to total $84.24 billion, with a 5.3% increase to $20 billion in the first quarter of fiscal 2025.

Microsoft’s ongoing investment is seen as crucial to its competitive positioning in the AI race, especially given its exclusive backing of OpenAI. More than half of the $80 billion investment will be allocated to the United States, underscoring the country’s leadership in the global AI landscape.