Patel: OpenAI signed up to pay Oracle $80+ billion annually
Dylan Patel · Dylan Patel on the AI Chip Race - NVIDIA, Intel & the US Government vs. China · Sep 22, 2025 · at 1:13:08
Dylan Patel, chief analyst at SemiAnalysis, highlights the massive scale and financial risk of OpenAI's multi-year cloud contract commitments with Oracle.
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“With OpenAI, it's not, and so there's gotta be some, like, error bars as you go further out in terms of, like, Will OpenAI exist in 28, 29 30, and will they be able to pay the 80 plus billion dollars a year that they've signed up to Oracle with, right?”
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