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Larry Ellison's $100B Deal With OpenAI: Biggest Tech Contract Ever?
In today's Cloud Wars Minute, I take a closer look at what may be the biggest B2B deal in tech history, Larry Ellison’s $100B+ agreement with OpenAI.
Highlights
00:15 — We've seen some extraordinary things happen with OpenAI and the alliances it has had. For the first several years of its existence, it was tightly paired with Microsoft. That has changed dramatically now, and OpenAI is now tightly entwined with Oracle.
02:01 — What Oracle said in a document it filed was that it has a cloud services contract that will pay it more than $30 billion annually, starting in fiscal 2028. I doubt that…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.