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The Landmark Oracle Contract: A New Era in AI Infrastructure
OpenAI’s $300 billion Oracle deal isn’t just about cloud computing; it also raises questions about the dynamics with Microsoft, OpenAI’s largest investor and former exclusive cloud partner. By widening its supplier base to include Oracle, Crusoe, and others, OpenAI reduces Microsoft’s exclusive leverage, creating potential commercial tension as the AI infrastructure race heats up.

Platocom
Sep 11

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