OpenAI–Oracle $300B cloud deal
OpenAI–Oracle $300B cloud deal is a compute_deal announced 2025-09-10, valued at $300.0B, currently announced. OpenAI agreed to buy ~$300B of Oracle cloud capacity over five years from 2027 — among the largest cloud contracts ever.
Deal record from the wafergraph deals corpus · every field traces to the sources listed below · page data as of 2026-09-05
- Type
- compute_deal
- Announced
- 2025-09-10
- Status
- announced
- Value
- $300.0B
- Parties
- OpenAI (buyer), Oracle (supplier)
- Source confidence
- high
The companies involved
OpenAI
Leading AI lab (ChatGPT); designing custom inference silicon with Broadcom. leader in AI Labs / Model Builders, headquartered in United States. 11 tracked suppliers, 2 tracked customers · supply-chain risk
Oracle
Enterprise software giant; OCI is a fast-growing AI cloud renting GPUs. major in Hyperscalers, headquartered in United States, market cap $457.4B. 70 tracked suppliers, 3 tracked customers · supply-chain risk
Related deals
- Microsoft invests $1B in OpenAI — $1.0B · 2019-07-22
- Microsoft expands OpenAI investment (~$10B) — $10.0B · 2023-01-23
- OpenAI–CoreWeave $11.9B infrastructure deal — $11.9B · 2025-03-10
- Stargate Project launched — $500.0B · 2025-01-21
- NVIDIA invests up to $100B in OpenAI — $100.0B · 2025-09-22
- OpenAI–AMD 6GW GPU deal + warrant · 2025-10-06
- OpenAI–Broadcom 10GW custom-chip deal — $10.0B · 2025-10-13
- OpenAI–AWS $38B compute deal — $38.0B · 2025-11-03
Sources
Cite as: wafergraph, “OpenAI–Oracle $300B cloud deal”, https://wafergraph.com/deal/openai_oracle_300b/ (data as of 2026-09-05).
Model this deal's supply-chain impact →
Track the chain
What moved in the semiconductor supply chain — This Week in the Chain, the free weekly wafergraph briefing.
Subscribe to the free weekly briefing →
Free · no login · 615 companies, updated weekly