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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.

Meta’s $400 billion AI investment, alongside Big Tech giants like Microsoft, is reshaping rural America. From data centers to small towns like Front Royal, this spending spree is transforming Main Street and the future of rural communities.