The Hustle Daily Show Why is Oracle so interesting right now?
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Sep 17, 2025 Discover how Oracle transformed itself from a simple database company into a key player in the AI landscape and international tech diplomacy. They secured a staggering $300 billion contract with OpenAI and played a critical role in TikTok's future with Project Texas. The discussion also touches on Oracle's unique connections with intelligence agencies and their rise as a privatized service for national security in the digital world. Plus, learn about the increasing use of ChatGPT by women and the launch of Calm's new app!
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Surge From Dormant To Dominant
- Oracle's stock surged over 80% this year as it moved from a 'boring' database firm to a market leader.
- That rise briefly made Larry Ellison the world's richest person and signaled a major corporate turnaround.
Late To Cloud, Perfect For AI
- Oracle was late to cloud but became critical when AI demand exploded after ChatGPT's launch.
- Its ties to NVIDIA and lack of competing AI services positioned it to supply massive data-center capacity.
Huge Contracts Rewriting Forecasts
- Oracle reported exploding contracted future revenue and massive projected cloud growth.
- OpenAI reportedly committed to enormous multi-year spending that transformed Oracle's revenue outlook.