OpenAI has reached an agreement with Oracle to Buy computing power For the next five years, which will pay no less than 300,000 million of dollars. It is an amount that. It is amazing because it exceeds the income currently the startup. In addition, according to the Wall Street Journal, the agreement is one of the of greatest economic weight and importance of the cloud sector in history.
The contract implies that an energy consumption of 4.5 gigawatts will also be necessary to give impulse to all this computing power, which is equivalent to the consumption of several million homes. In spite of this, Oracle’s shareholders have received the notice willingly, since when they were known that they had added 317,000 million dollars in revenue for future contracts during the last quarter, finished on August 31, Oracle shares rose more than 100,000 million dollars.
This placed the fortune of his CTO and founder, Larry Ellison, along with Elon Musk, and even overcome it. Of course, the contract signed by both companies will not enter into force until 2027. It is a risky bet for Openai and Oracle for its size and various reasons.
For a start, OpenAi is a startup that still loses moneywith annual income, as confirmed earlier this summer, about 10,000 million dollars. It is less than a fifth of what you will have to pay every year just to deal with this contract.
The OpenAi and Oracle agreement: a risk for both
In the case of Oracle, he concentrates a good part of his future income in a startup of a promising sector, but as we have commented every year huge amounts of money. In addition, you will need to build data centers, or expand those you have, to meet the requirements you have pledged to cover the contract.
To do this, he will need to have all kinds of chips for AI, which he will have to acquire, and that will be borrowing with much likely. Of course, it will receive more income every year of Openai as it starts its new data centers, with the aim of saving one of its biggest problems in addition to the current lack of income: the shortage of computer resources that slows its growth and blocks the launch of new products of the company, as well as the training and deployment of its models.
The agreement, however, is based on the assumption that Chatgpt will continue to grow at its current devilish rhythm or a much higher one, and that their solutions and models will be adopted by billions, and thousands of companies and governments around the world.
Until now, its growth has had a very high level, but it has more and more competition and pressure, in addition to a fierce competition for specialized talent. In addition, he has to face a restructuring to become a company with profit and try to redirect his negotiations with Microsoft, its main support so far and with which it has increasingly tense relationships.
To solve all these problems, or at least the main ones, Openai launched a new company of data centers, which has called Stargate, with another of its great sponsors, SoftBank. However, this project has not started as fast as Sam Altman expected, although he continues to say that it is the company in which they will focus all their efforts on data centers. In fact, he considers that the agreement with Oracle is part of Stargate.
Oracle is already working with the Crusoe data centers construction company As part of the agreement, and they already have plans to lift them in different US states. Among them in Wyoming, Pensylvania, Texas, Michigan and New Mexico.
Microsoft also reduces its Openai dependence
In view of the fact that Openai has decided to separate more and more Microsoftthose of Redmond have also decided to take their own way in terms of models and services of AI. Not long ago that the company presented its first two own models, and now, according to Computerworld, it is Preparing to integrate the anthropic AI models in Office 365.
This happened, if it is finally given, it would be an important change with respect to its dependence on Openai and its AI technology. It would mean incorporating the abilities of Anthropic to Microsoft productivity tools, expanding the variety of available AI options. It is also incorporating models of other suppliers, such as Deepseek, in Azure.
The developers who prove the functions of AI for Office 365, in addition, ensure that they have discovered that Anthropic models exceed Openai in certain areas. Such as the automation of financial tasks or the creation of ready slides to present in PowerPoint from the user’s indications.
Apparently, to access Anthopic technology, Microsoft will work through AWS, which has a participation of some relevance in that AI company, and would do it paying AWS to access the Anthropic models, a process that will happen totally inadvertent for the user, although it has implications in terms of costs and infrastructure for the company. Therefore, the trend between the main technological seems to have several AI suppliers and not close to one.
Apparently, Claude de Anthropic is becoming a premium offer, especially software development, and instead of lowering the prices of their APIs as other suppliers, it has set them at a higher level. Especially for Claude Code. Excel already supports programming through formulas, VBA and Python through an external cloud service. His plans now with Anthropic can happen, among other things, because Claude Code Genere Python Scripts that are then executed in the Python environment of Excel.
