Oracle, every mention
75 scenes · ← back to Oracle
tap a year for its mentions
every year anyone Alex Kantrowitz 103M.G. Siegler 16Ranjan Roy 13Ed Zitron 5Rick Heitzman 4David Cahn 3Matt Garman 2Thomas Kurian 1Stephen Morris 1Reed Albergotti 1
Verbatim, from the transcripts: the passages where Oracle comes up
Big Tech’s Insane Hidden AI Spending, Ranking Anthropic vs. OpenAI, AI For Travel Debate
- ▶ 2:23 Alex Kantrowitz Each quarter, big tech companies disclose their massive capital expenditures and artificial intelligence infrastructure from data center to chips, but those figures don't come close to expressing the full extent of future spending to which…
How The AI Bet Pays Off + AI Lab Strategy Game — With David Cahn
- ▶ 11:38 David Cahn Um, and you know, there was this moment of like, well, we'll have Oracle do it 2 times in the scene
- ▶ 49:48 David Cahn Um, and when I look back at 2025, when he attempted to kind of pull back on CapEx and had Oracle do a lot of the CapEx,
What Happens If AI Fails?, Subprime Data Center Crisis, How Bad Can SpaceX Get?
- ▶ 12:24 Ranjan Roy Again, Oracle is down 65% from the peak up back in September.
- ▶ 15:07 Ranjan Roy The market rewarding Oracle for taking on a bunch of debt to, and all these crazy commits from OpenAI, and these deals being structured around, like, these very optimistic, if not crazy scenarios, and being rewarded for it.
- ▶ 31:23 Alex Kantrowitz Nikkei Asia reported this week that Meta, Google, Amazon, Microsoft, and Oracle have accrued around 1.65 trillion in outside outstanding debt over the last five years with the additional, with an additional hundreds of billions of dollars… 2 times in the scene
Kimi K3 & AI’s Price War, What’s Happening To Google?, OpenAI’s Partner Trouble
- ▶ 36:47 Ranjan Roy Maybe he was kind of resistant to a lot of this stuff early on, but you know, Oracle, Stargate, all of these things, which I mean, the Trump administration, I think, uh, it is rich.
Meta CTO Andrew Bosworth: Our Path To Frontier AI, Renting Models, Consumer AI's Struggles
- ▶ 5:12 Andrew Bosworth Like you don't care what Oracle, if I'm using Oracle or SQL databases, like you just want the functionality.
Warning Signs For The AI Boom, Anthropic Passes OpenAI, Robinhood’s AI Trading
- ▶ 33:54 Alex Kantrowitz Oracle is 54% of its five hundred and fifty three billion pipeline, depending on OpenAI alone.
Is OpenAI Ready To IPO?, The Datacenters in Space Myth, The Kids Boo AI
- ▶ 35:25 Alex Kantrowitz So instead of like guessing, like, should Oracle be worth triple or zero,
The Unlikely Anthropic & SpaceX Marriage, OpenAI Trial Revelations, AI Layoffs Or Cope?
- ▶ 3:05 Ranjan Roy They start to provide access, but everything with Oracle and OpenAI, everything like these giant compute deals all feel as much signaling as reality in terms of kind of delivering compute
- ▶ 22:26 Ranjan Roy But the Oracle SoftBank, what was announced?
Software's Path Forward In The Agentic AI Era — With ServiceNow's Amit Zavery
- ▶ 22:15 Alex Kantrowitz You've been at Oracle, you were at Google Cloud, as Google Cloud was at the beginning of its ascent, and now you're here at ServiceNow, you're working on this AI change.
Did Apple Get AI Spending Right?, Microsoft & OpenAI’s New Reality, Where’s Stargate?
- ▶ 49:20 M.G. Siegler It started out oddly as an Elon Musk project that Oracle was building. 5 times in the scene
Apple After Tim Cook, OpenAI’s New Mojo, Meta’s Internal Tracking Escapade
- ▶ 31:39 Alex Kantrowitz Meanwhile, Oracle laid off half its company.
How AI Agent Swarms Might Be AI's Next Leap — With Guillaume de Saint-Marc
- ▶ 5:48 Guillaume de Saint-Marc Uh, Google, Oracle, um, Red Hat were with us, uh, and Dell as well.
OpenAI vs. Anthropic's Direct Faceoff + Future of Agents — With Aaron Levie
- ▶ 54:12 Aaron Levie We now have four in the US, including Oracle, four at scale gigantic cloud providers.
Dario’s Choice and Anthropic’s Future, Apple’s AI Devices, Netflix Loses WBD
- ▶ 57:40 M.G. Siegler Maybe if they can leverage Tik TOK or something in some way, uh, you know, now, now owned in no small part by Oracle, um, maybe, but like, it feels more like that.
The Moltbook Uprising, NVIDIA’s OpenAI Pullback, Apple’s Conundrum
- ▶ 33:29 M.G. Siegler And they've obviously been partnering with Oracle and many others around those, around those lines.
The Anthropic Rocketship, AI’s Spending Limits, SpaceX IPO
- ▶ 7:16 Alex Kantrowitz And now Anthropix seems like it's attracted some of the biggest backers of open AI, which is interesting because I think you'll remember that the rumor was in the latest funding round, Sam Altman was saying, if you invest in any of our… 2 times in the scene
- ▶ 15:01 Stephen Morris Such as the five hundred billion Stargate project, which was announced this time last year by Oracle and OpenAI, the devil will be in the detail.
Coreweave: AI Bubble Poster Child Or The Next Tech Giant? — With Michael Intrator and Brian Venturo
- ▶ 10:06 Michael Intrator Um, you can throw Oracle in there if you'd like.
AI & Tech 2026 Outlook: ChatGPT 1 Billion, AI Shopping, Apple's Big Year, AI Love Boom
- ▶ 14:03 Ranjan Roy We're starting to see it with all these questions around Oracle just in the last month and a half, like those, all of those trades that just kind of ran as pure momentum this year, I think we're going to see a big washout. 2 times in the scene
2025 In Review, 2026 Predictions: Meta, NVIDIA, Tesla, OpenAI, Google, Microsoft
- ▶ 4:44 Alex Kantrowitz I mean, we're already starting to see some of this happen with Oracle and, uh, some of the other infrastructure builders, and, um, the bets have become so big, and, you know, that's one of the things about gambling is not everybody wins…
CNBC's Jim Cramer: Big Tech Hot Takes, NVIDIA $10 Trillion?, Building Wealth In Any Market
- ▶ 18:49 Alex Kantrowitz Alright, let's do, well, let's do, I want to do Musk, NVIDIA, Oracle CoreWeave, and go back to OpenAI.
- ▶ 25:51 Alex Kantrowitz Let's talk about Oracle.
OpenAI’s 2026 Priority, Disney’s AI Play, Datacenter Buildout Trouble
- ▶ 0:07 Alex Kantrowitz The AI infrastructure trade is wobbling hard after tumbles from Oracle and Broadcom, and Meta Super Intelligence team is at odds with the rest of the company.
- ▶ 35:27 Alex Kantrowitz Uh, Broadcom and Oracle are struggling dramatically.
- ▶ 35:55 Alex Kantrowitz Rough week for Oracle and, and, uh, and Broadcom, right? 10 times in the scene
Tim Cook’s Final Year?, Big Tech Horse Race, Anthropic’s Profitability Push
- ▶ 47:41 Alex Kantrowitz Dichotomy here, the sort of, or the open AI cinematic universe where you have like open AI and Microsoft and Oracle or the Google universe where you have, you know, I don't know, and some others.
Google Pushes OpenAI, Bezos Returns, AI’s No. 1 Hit
- ▶ 6:05 Ranjan Roy This circle, circular financing across the oracles and open AI's and Microsoft's of the world.
- ▶ 40:50 Alex Kantrowitz Oracle, right? 8 times in the scene
AI Bubble Special Report: Debt, Depreciation, and Losses — With Gil Luria
- ▶ 6:49 Alex Kantrowitz I'm thinking about companies like Oracle, which is taking on their, Oracle itself is taking on a tremendous amount of debt to fund its AI data center build out, uh, with this like promise that OpenAI will eventually pay them some revenue… 6 times in the scene
- ▶ 19:32 Alex Kantrowitz By 2028, Oracle, there's Oracle again, 4 times in the scene
- ▶ 53:58 Alex Kantrowitz Maybe it's the Oracle deal.
OpenAI Bailout?, Elon’s $1 Trillion Pay Deal, Amazon Sues Perplexity
- ▶ 3:18 Ranjan Roy Remember all of the, I mean, it's obviously raised an ungodly amount of money, but in the last few weeks, every big announcement is we will spend thirty eight billion dollars with Amazon, a hundred billion dollars with Oracle and…
- ▶ 12:21 Alex Kantrowitz Nvidia and AMD and Oracle and Microsoft to some degree.
OpenAI’s IPO Plan, Deconstructing The AI Bet, Apple’s iPhone 17 Revival
- ▶ 32:05 M.G. Siegler It's, it's, it's meta, as we've talked about, it's Google, it's Microsoft, it's all these Neo clouds, it's Oracle.
OpenAI and Microsoft’s Grand Bargain, Sam Altman’s Next Three Years, A New Humanoid Robot
- ▶ 28:33 Alex Kantrowitz It is interesting, like, they are building with the support of the AI clouds that enable huge businesses, uh, NVIDIA, Oracle, and Microsoft. 2 times in the scene
Where Are The AI Startups? — With Rick Heitzmann
- ▶ 25:59 Rick Heitzman Obviously, the OpenAI, Microsoft, or OpenAI Oracle, goes back to the OpenAI Oracle deal. 4 times in the scene
AGI or Bust, OpenAI’s $1 Trillion Gamble, Apple’s Next CEO?
- ▶ 3:39 Alex Kantrowitz Labs are taking all their profits and capital and plowing them right back into new data centers, and a new breed of companies, namely Oracle, Meta, and CoreWeave, are going all in, no holds barred. 4 times in the scene
- ▶ 20:09 Alex Kantrowitz Oracle's deal with OpenAI could cost another three hundred billion. 2 times in the scene
- ▶ 26:05 Alex Kantrowitz Oracle's also part of this. 6 times in the scene
- ▶ 34:41 Alex Kantrowitz All right, let's do two, two, uh, small dives into a couple of companies, Oracle and AMD, and then hit the break.
- ▶ 34:47 Alex Kantrowitz Uh, first of all, what do you think about this Oracle story? 8 times in the scene
OpenAI and AMD's Megadeal, Sam Altman and Jony Ive’s Bumpy Start. Meta vs. Apple
- ▶ 4:48 M.G. Siegler Um, I think one was, uh, was it the, oh, it's the new co one of the new co-CEOs of Oracle, um, also had, you know, alluded to these, these strange new financing mechanisms. 2 times in the scene
- ▶ 9:34 M.G. Siegler OpenAI realizes that they need to control their own destiny in many ways, but certainly on the cost front and to the ultimate extreme, they probably can't be paying one of the massive cloud providers, be it, you know, uh, Microsoft as it's… 3 times in the scene
Microsoft's Cloud & AI Head on the AI Buildout's Risks and ROI — With Scott Guthrie
- ▶ 0:51 Alex Kantrowitz Oracle announced it would invest thirty billion, uh, in open AI or a thirty billion dollar, uh, build out with, with the company.
- ▶ 3:17 Alex Kantrowitz Why did Microsoft make the decision not to do the hundred billion dollar level build out with OpenAI, or even the thirty billion that the company is doing with Oracle, and leave it to other partners to do that?
- ▶ 21:22 Alex Kantrowitz Now, uh, OpenAI's, uh, deal with, uh, Oracle, um, is, uh, it has been, uh, pushed Oracle to start taking on debt. 4 times in the scene
- ▶ 40:58 Alex Kantrowitz Is ChatGPT, by the way, going to stay on Azure, even though OpenAI is making these partnerships with NVIDIA and Oracle?
OpenAI’s & NVIDIA's $100 Billion Marriage, Meta’s Sloppy Vibes, TikTok Deal Arrives?
- ▶ 3:41 Ranjan Roy A hundred billion just sounds exciting, and I think that's why, uh, that's why the number's there, and I don't know, a couple of, was that, when was Oracle at three hundred billion? 2 times in the scene
- ▶ 37:38 Ranjan Roy The optimism around AI as a technology, which I share very strongly, is powering it, and that should make me happy, but I don't know, just the, the structure of it all, and then that's how you get into these, like, and actually, let's not…
- ▶ 51:33 Alex Kantrowitz Under the terms of the deal, the app will be spun off into a new U.S. joint venture owned by a consortium of American investors, including tech giant Oracle, investment firm Silver Lake Partners. 2 times in the scene
Are 95% of Businesses Really Getting No Return on AI Investment? — With Aaron Levie
- ▶ 39:46 Alex Kantrowitz It's, it's expected to make like ten billion this year, but it just signed a three hundred billion dollar deal with Oracle that like, 2 times in the scene
Do We Care About The iPhone Air?, Nepal's Discord Revolution, San Francisco’s 996 Culture
- ▶ 0:08 Alex Kantrowitz OpenAI and Oracle Inc a deal. 2 times in the scene
- ▶ 29:05 Alex Kantrowitz Well, maybe it's because all the manufacturers are using Oracle for their warehouse and inventory management, and now OpenAI is poised to work closer with them or with Oracle.
- ▶ 29:16 Alex Kantrowitz We know for sure with Oracle, this is from the Wall Street Journal. 10 times in the scene
Mark Zuckerberg’s Personal Superintelligence, Layoffs & Payoffs, Writing With AI — With M.G. Siegler
- ▶ 33:23 Alex Kantrowitz And Oracle owns a stake in Cohere.
Countdown to GPT-5, OpenAI’s Stargate Sputters, AI Math Wars
- ▶ 21:54 Alex Kantrowitz Alright, so, in order to keep improving the models, these companies are gonna have to build larger and larger data centers, and at the heart of it is this five hundred billion dollar push to, uh, create a massive data center project with… 6 times in the scene
Are AI's Economics Unsustainable? — With Ed Zitron
The Web’s ‘Existential’ AI Threat, OpenAI’s Microsoft Office Competitor, Tesla Robotaxi Launch
- ▶ 44:30 Reed Albergotti and then they built this, they did this Oracle Stargate thing.
OpenAI and Microsoft Tension Boils, Amazon’s Job Automation, Zuck’s Spending Spree
- ▶ 13:48 Alex Kantrowitz It's allowed it to work with Oracle for Stargate, and there's recently news that it's going to work with Google to build the infrastructure it needs to run.
Generative AI 101: Tokens, Pre-training, Fine-tuning, Reasoning — With SemiAnalysis CEO Dylan Patel
- ▶ 32:26 Dylan Patel Uh, with Crusoe and Oracle and et cetera, right?
Google Cloud CEO Thomas Kurian on AI Competition, Agents, And Tariffs
- ▶ 51:09 Thomas Kurian That you work with partners, for example, the relationship we have with Oracle,
Microsoft AI CEO Mustafa Suleyman: Building AI Personality
- ▶ 30:39 Alex Kantrowitz I mean, I guess another explanation that we've heard is that because OpenAI is now working with others with, you know, for data center capacity like Oracle, this was a sign that Microsoft basically had allocated data center capacity to… 2 times in the scene
OpenAI Raises $40 billion, Is AI a Letdown?, Musk Sells X to xAI
- ▶ 3:05 Ranjan Roy Through the end of 2025 and thereafter, but basically be going to the Stargate project, which is a series of data centers that's involving Oracle and others, and helping build those data centers.
OpenAI’s Ghibli Moment, CoreWeave's IPO Letdown, End of Silicon Valley’s Monopoly?
- ▶ 35:32 Alex Kantrowitz Seem a bit overstuffed on AI, uh, stocks, uh, Oracle and Nvidia, two public companies investors might compare to CoreWeave are down 12% and 19% respectively on the year.
Implementing AI In The Real World — With Kyndryl's Antoine Shagoury
- ▶ 7:23 Antoine Shagoury SAP, I mean, Oracle relationships.
How DeepSeek Changes AI Research & Silicon Valley w/ M.G. Siegler
- ▶ 17:12 M.G. Siegler And NVIDIA and Oracle, um, all coming together. 2 times in the scene
- ▶ 28:24 M.G. Siegler Um, but besides them, the rest of these are public companies and Wall Street, you know, like it or not, they have a say sort of over what they're going to do.
AWS CEO Matt Garman on Amazon's Big AI Chips Bet, Working With OpenAI, and Nuclear Energy
- ▶ 7:37 Matt Garman I think, you know, I think all of that is open, and part of what I think makes AWS special is we're always open to, you know, take our announcement earlier this year about partnering deeply with Oracle, about making Oracle databases… 2 times in the scene
The Next Gen AI Models: Reliable, Consistent, Trustworthy — With Cohere CEO Aidan Gomez
- ▶ 33:52 Aidan Gomez So there's some good examples of that with our partner Oracle, which they have this suite of applications, which basically power enterprise, HR, supply chain, um, all of these sorts of back office functions.
NVIDIA's Auto Play and the Future of Autonomous Driving — With Danny Shapiro
- ▶ 11:53 Danny Shapiro And so we have a huge business in terms of the automakers building out their own data centers or using, you know, cloud providers like Azure, AWS, um, and at Oracle to train.