cloud
Austin, United States
Oracle provides enterprise database software, cloud infrastructure and business applications for companies and governments.
| Instrument | Committed out | Committed in |
|---|---|---|
| compute commitment | $0 | $0 |
| gpu purchase | $0 | $0 |
| joint venture | $0 | $0 |
| Date | Direction | Instrument | Disclosed | Committed | Basis | Source |
|---|---|---|---|---|---|---|
| 2024-06-11 | in | compute commitment | $0 | $0 | announced ceiling | 2024-06-11-openai-oracle-compute_commitment (source) |
| 2025-01-21 | out | joint venture | $0 | $0 | announced ceiling | 2025-01-21-oracle-stargate-joint_venture (source) |
| 2025-05-23 | out | gpu purchase | $40bn | $0 | reported | 2025-05-23-oracle-nvidia-gpu_purchase (source) |
| 2025-09-23 | in | compute commitment | $300bn | $0 | announced ceiling | 2025-09-23-openai-oracle-compute_commitment (source) |
| 2025-10-14 | out | gpu purchase | $0 | $0 | announced ceiling | 2025-10-14-oracle-amd-gpu_purchase (source) |
CoreWeave issued $350M of its stock to OpenAI on 2025-03-10, closed and committed in full. Oracle's GPU purchase from NVIDIA was reported at $40B on 2025-05-23. NVIDIA announced a compute commitment to CoreWeave with a $6.3B ceiling on 2025-09-15, and OpenAI one to Oracle with a $300B ceiling on 2025-09-23. The committed amounts of those three are undisclosed.
Closed on 2025-09-23
Oracle's GPU purchase from NVIDIA was reported at $40B on 2025-05-23. NVIDIA announced a letter of intent on 2025-09-22 to invest up to $100B of equity in OpenAI, and on 2025-09-23 OpenAI's compute commitment to Oracle was put at a $300B ceiling over five years. The committed amount on all three links is undisclosed.
Closed on 2025-09-23
Oracle's GPU purchase from NVIDIA was reported at $40B on 2025-05-23. OpenAI's compute commitment to Oracle was put at a $300B ceiling over five years on 2025-09-23; NVIDIA announced up to $10B of equity in Anthropic on 2025-11-18, Amazon $50B of equity in OpenAI on 2026-02-27, and Anthropic a $100B compute commitment to Amazon on 2026-04-20. No committed amount is disclosed.
Closed on 2026-04-20