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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.

Meta unveils smart glasses with built-in display, pushing toward “superintelligence”

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Meta Platforms introduced its first consumer-ready smart glasses with a built-in digital display at its annual Connect event in Menlo Park, California. CEO Mark Zuckerberg pitched the new Meta Ray-Ban Display glasses as the ideal gateway to the AI-powered “superintelligence” era, saying they can enhance communication, memory, and senses while allowing users to stay present in the real world.

The glasses feature a small digital screen in the right lens for notifications and basic tasks. Priced at $799, they will launch on September 30 and come with a wristband that translates hand gestures into commands such as answering calls or replying to texts. Despite some glitches during the demo, the product received applause from the developer audience.

Meta also launched Oakley Vanguard sports glasses for $499, designed for athletes with Garmin and Strava integration, nine hours of battery life, and real-time workout feedback. In addition, Meta refreshed its earlier Ray-Ban line with improved cameras and nearly double the battery life, now priced at $379.

Industry analysts remain cautious. While the Display glasses may not achieve strong immediate sales, they see the launch as an incremental step toward Meta’s more ambitious “Orion” glasses, targeted for 2027. Analysts compared the debut to Apple’s rollout of the smartwatch, suggesting glasses could evolve into an everyday alternative to the smartphone if Meta proves their value.

The unveiling comes amid Meta’s aggressive AI investments and recruitment push, but also at a time of heightened scrutiny over child safety on its platforms and past controversies around VR’s effects on younger users.

IDC forecasts AR/VR headsets and smart glasses shipments to rise nearly 40% in 2025, with Meta expected to drive growth—particularly through the more affordable Ray-Ban line co-developed with EssilorLuxottica.

Nvidia invests $900 million to acquire Enfabrica talent and technology

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Nvidia has reportedly spent more than $900 million to bring Enfabrica’s CEO, Rochan Sankar, and other staff into the company, while also securing a license for Enfabrica’s technology, according to CNBC. The deal, a mix of cash and stock, closed last week, and Sankar has already taken up his new role at Nvidia.

Enfabrica, a Silicon Valley chip startup founded by former Broadcom and Alphabet engineers, specializes in solving one of AI’s biggest bottlenecks: interconnecting massive numbers of chips efficiently. Its networking technology allows around 100,000 AI chips to work together as if they were one computer—minimizing costly downtime caused when processors wait for data to move across networks.

The startup had previously raised $260 million in venture capital and in July unveiled a chip-and-software system designed to reduce memory chip costs in large-scale AI data centers. Nvidia’s acquisition echoes a recent trend of tech giants pulling in specialized startups and their leaders to strengthen AI infrastructure. Meta recently took a 49% stake in Scale AI while elevating its CEO Alexandr Wang to a strategic role, and Google hired top staff from AI code generation startup Windsurf after OpenAI attempted to acquire it.

Neither Nvidia nor Enfabrica has publicly commented on the reported deal.