Oracle, every mention
9 scenes (2026) · ← back to Oracle
tap a year for its mentions
every year 2026 anyone Jeremy Eliahu-Ontiveros 7Varun Sivaram 5Stephen Lacey 5Shayle Kann 2Sean McAvoy 1David Groarke 1Brian Janous 1
Verbatim, from the transcripts: the passages where Oracle comes up
Inside the AI power wars
- ▶ 18:12 Jeremy Eliahu-Ontiveros Uh, and you, you could argue, for example, Stargate was kind of a two-way street between OpenAI and Oracle, where, sort of, they were both involved in the decision-making process to get this done. 2 times in the scene
- ▶ 24:29 Jeremy Eliahu-Ontiveros And that sort of coincided with the overall tightening of financial conditions, where you saw a pretty massive bond sell-off, which impacted the likes of CoreWeave, Oracle, and many of these guys.
- ▶ 30:07 Jeremy Eliahu-Ontiveros Uh, being sort of the next one, uh, through Crusoe and Oracle in Abilene, Texas, um, using again, error derivatives. 3 times in the scene
- ▶ 33:17 Shayle Kann Um, the main thing seems to be availability, which is, like, Bloom was not sold out till 2031, and so they were able to take advantage, and, and particularly with Oracle, it seems.
- ▶ 38:56 Jeremy Eliahu-Ontiveros If you don't know them, they're the ones sort of building the, owning the land and developing the power infra, enabling Texas for Oracle and OpenAI.
The rise of flexible data centers
- ▶ 21:59 Varun Sivaram We've now done these five demonstrations at data centers with NVIDIA, with EPRI's DC Flex Initiative, and with many other partners from Oracle to Nebius to National Grid. 2 times in the scene
- ▶ 29:47 Varun Sivaram That tenant might be one of the many folks we've partnered with, like Nebius, for example, or Oracle, or Lambda.
Battery booms and the rise of flexibility [partner content]
- ▶ 26:54 Sean McAvoy And especially, like, you know, even the likes of, like, Meta and, you know, you have your Oracles of the World and your Microsofts and, you know, everyone else who are trying to build, build, build, build these out.
The VC case for 'full stack deeptech'
- ▶ 43:45 Shayle Kann For open AI and Oracle and a bunch of others, and they just raised money at a ten billion dollar valuation.