The AI Podcast Oracle’s AI Investment Wave
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Oct 2, 2025 Oracle is boosting its AI game with a significant new funding round. The talk dives into OpenAI's ambitious Stargate data center project and its strategic locations across the U.S. It also examines NVIDIA's staggering $100 billion investment plan and the interconnected deals among Oracle, OpenAI, and NVIDIA. Additionally, discussions cover Oracle's stock surge, plans for a $15 billion corporate bond, and talks with Meta regarding a $20 billion compute deal. Lastly, the energy implications of massive data centers are explored.
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Massive New Stargate Data Centers
- OpenAI is building five new Stargate data centers with Oracle and SoftBank inside the U.S. to dramatically scale compute capacity.
- The planned capacity is about seven gigawatts, roughly enough energy for over five million homes.
NVIDIA's Strategic Infrastructure Play
- NVIDIA is committing huge capital because data centers will consume massive GPU capacity and directly drive GPU demand.
- This shifts NVIDIA from selling GPUs to effectively financing infrastructure that will house those GPUs.
Circular Funding In AI Infrastructure
- The AI infrastructure funding cycle looks circular: NVIDIA invests, OpenAI signs LOIs with Oracle, and Oracle reinvests into partners.
- Many commitments are LOIs and investments that create an interdependent financing network rather than upfront cash exchanges.