Morning Brew Daily Oracle Scores $300B OpenAI Deal & Digital Creators Get Huge Tax Break
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Sep 11, 2025 Oracle lands a groundbreaking deal with OpenAI, boosting its status and financial power. In a surprising twist, Trump’s new tax law offers major benefits to digital creators. Meanwhile, Amazon kicks off its robotaxi service in Las Vegas, hinting at a tech-driven future. The discussion uncovers rising health insurance costs and quirky trends in NYC real estate, including a peculiar lack of no-hitters in baseball this season. Join the convergence of innovation, economics, and culture as these dynamic topics unfold!
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Oracle's AI Pivot Drives Investor Frenzy
- Oracle's stock surge reflects investor focus on AI-era guidance over past earnings misses.
- The company positions itself as a major cloud inferencing supplier to AI firms like OpenAI.
OpenAI Deal Shows Big Bets And Big Questions
- Reports say OpenAI agreed to buy $300 billion in compute from Oracle over five years, massively boosting Oracle's booked revenue.
- Skepticism remains because OpenAI's future revenue would need to scale dramatically to support that spend.
Watch Execution, Not Just Projections
- Expect Oracle to face major infrastructure and GPU procurement challenges as it scales to meet AI demand.
- Monitor its execution on data centers, power capacity, and NVIDIA GPU supply before trusting lofty revenue forecasts.