TechCheck How Oracle could benefit from OpenAI's data center ambitions 7/22/25
Jul 22, 2025
Christina Partsinevelos, a tech reporter with a knack for breaking down complex business developments, joins to dissect the groundbreaking partnership between Oracle and OpenAI. They delve into the ambitious plan to expand data center capacity by 4.5GW to meet soaring AI demand. The conversation highlights Oracle's evolving role as a reliable data center fallback amid shifts in the tech landscape and the challenges faced by OpenAI. The $30 billion annual contract signifies a strategic move that could reshape the future of AI infrastructure.
AI Snips
Chapters
Transcript
Episode notes
Massive AI Data Center Expansion
- OpenAI and Oracle's 4.5 gigawatt data center expansion could power 3 to 4 million homes.
- This build counts toward the White House's AI infrastructure pledge over four years.
Oracle Is OpenAI's Reliable Fallback
- Oracle positioned as the fallback for OpenAI's AI data hosting if Stargate underperforms.
- OpenAI reroutes demand among Oracle, Google Cloud, and CoreWeave to ensure capacity.
Oracle Carries AI Build Load
- Stargate's AI buildout plans are being scaled back but AI infrastructure expansion continues.
- Oracle, not Stargate, is carrying much of the AI infrastructure workload currently.