Latest / Cloud Wars Live with Bob Evans
Microsoft, Oracle + OpenAI: $1 Trillion into AI Data Centers
In today's Cloud Wars Minute, I explore how Microsoft and Oracle are battling for AI data center supremacy.
Highlights
00:15 — I want to talk about a couple of high-disruption companies — actually, three: Microsoft, Oracle, and OpenAI. And I think right now, it's safe to say that those three companies, together with SoftBank, are pursuing investments upwards of a trillion dollars in what they're calling AI data centers. I think this is a great thing for them to do.
01:19 — Microsoft has become more vocal about its role and leadership in these areas. Oracle, OpenAI, and SoftBank are jointly…
The skinny
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