Oracle(US:ORCL) Sou Hu Cai Jing·2025-09-11 01:25Group 1 - Oracle has signed a partnership agreement with OpenAI, where OpenAI will purchase $300 billion worth of computing resources over approximately five years, starting in 2027 [2] - The contract will require 4.5 gigawatts of power capacity, equivalent to the output of more than two Hoover Dams or the electricity consumption of about four million households [2] - Following the announcement of $317 billion in future contract revenue for the latest fiscal quarter ending August 31, Oracle's stock price surged by 42% on the day, later stabilizing at a 36% increase [2] Group 2 - This potential deal could become one of the largest cloud computing contracts in history, although Oracle and OpenAI have not commented on the matter [2] - OpenAI has previously sourced computing resources from Oracle since the summer of 2024 and has moved away from exclusive reliance on Microsoft Azure [2] - OpenAI's shift away from Microsoft coincides with its involvement in the "Stargate Project," where OpenAI, SoftBank, and Oracle committed to investing $500 billion in domestic data center projects over the next four years [2]