OpenAI and Oracle have signed a record-breaking $300 billion cloud computing and data center agreement, one of the largest technology infrastructure partnerships ever announced. Beginning in 2027, the five-year deal will see Oracle provide extensive cloud infrastructure and advanced artificial intelligence data center capabilities to fuel OpenAI’s next stage of growth.

The agreement includes Oracle’s support for Project Stargate, a next-generation AI supercomputing facility designed to handle gigawatt-scale energy use and deliver the computing power needed for OpenAI’s most advanced generative AI models. This milestone partnership positions Oracle as a major player in the global AI infrastructure race, strengthening its competitive stance against cloud giants such as AWS, Google Cloud, and Microsoft Azure.

Market analysts note that the $300 billion value far surpasses OpenAI’s current annual revenue, underscoring the unprecedented scale of investment now required for AI breakthroughs. Oracle’s stock surged 35–40% following the announcement, briefly propelling CEO Larry Ellison to the top spot as the world’s richest person. Industry experts expect the deal to drive a global wave of new data center construction and significantly increase energy demand to support large-scale AI adoption.

This mega-deal signals a new era where artificial intelligence growth depends on massive, long-term capital commitments, with cloud providers emerging as essential partners in shaping the future of technology.