Tag: Oracle

Oracle is reportedly in negotiations with Meta for a monumental $20 billion multi-year cloud deal, poised to supply Nvidia GPUs for AI training and deployment. This strategic move signifies Oracle's escalating ambitions in the AI infrastructure arena, intensifying competition with established cloud giants like AWS and Azure, and potentially reshaping the dynamics of cloud computing and AI innovation.

The upcoming 2025 AI export controls are poised to reshape the technological landscape, with significant implications stemming from potential Microsoft regulatory capture and the subsequent impact on competitors like Oracle. This analysis delves into the quantified effects and model restrictions that will define the next era of AI development and deployment.