Oracle Secures Historic Cloud Contracts with Meta and OpenAI
Oracle has finalized a
$20 billion AI cloud deal with
Meta and a parallel
$30 billion agreement with
OpenAI, marking a pivotal shift in the global AI cloud infrastructure landscape[1]. These high-profile collaborations reflect Oracle’s aggressive push to lead in the era of AI-driven enterprise computing.
- Oracle’s multi-year partnerships are reshaping its role from an industry laggard to a key AI cloud innovator.
- The company’s infrastructure, powered by Oracle Cloud Infrastructure (OCI), will provide the scalability and performance required for large-scale AI training and deployment.
Transforming Meta’s AI Capabilities with Advanced Cloud Solutions
According to reports, the deal will see Oracle supplying Meta with critical cloud resources to train and deploy its
Llama family of large language models (LLMs)[1]. The expanded partnership goes beyond hardware:
- Oracle and Meta are collaborating on developing AI agents based on Llama models, targeting real-time applications across Meta platforms such as Instagram and WhatsApp.
- Oracle’s advanced data center architecture—backed by significant investment in NVIDIA GB200 GPUs—enables new, high-performance AI features, including real-time photo recognition and personalized virtual assistants.
Bold Infrastructure Investments and Exponential Growth
Oracle’s strategic direction features substantial capital commitments, including a planned
$35 billion investment in fiscal 2026 to build 37 new multi-cloud data centers[1]. Key highlights from Oracle’s recent performance:
- OCI revenue surged 52% year-over-year in Q3 2025.
- GPU utilization increased by 336%, underscoring explosive growth in AI workloads.
These investments reinforce Oracle’s ability to compete directly with industry leaders like AWS and
Azure for the future of enterprise AI cloud services.
Shifting Market Perception and Future Outlook
With these aggressive moves, Oracle is altering its longstanding reputation and positioning itself as a pivotal provider for AI-driven enterprises. Company leadership underscores that its latest technologies are helping Meta accelerate the development and deployment of new, AI-powered features at scale.
Oracle’s deepening partnerships and massive infrastructure expansion signal its determination to become a cornerstone of enterprise innovation—poised to capture a growing share of global IT investment as generative AI and real-time applications become central to business operations[1].
