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Oracle’s “ astonishing quarter ” really has cost it as much as one dell, or two ebays Find out how project stargate is redefining compute scale and cloud economics. The $300 billion agreement between oracle and openai, first revealed on september 10, has gone deep into the red

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Negative $74 billion to be exact. How could that shake up the cloud and genai landscape? Oracle’s $300b deal with openai drove a stock surge, but investors worry both companies could fail to deliver

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A few months ago, any kind of agreement with openai could make a share price go up

Openai did very nicely out of its power to reflect glory, most notably in october when it took amd warrants as part of a chip deal that bumped share price by 24 per cent But oracle is not the only laggard.