Zhi Tong Cai Jing·2025-09-20 00:20Group 1 - Oracle is in discussions with Meta for a cloud computing partnership valued at approximately $20 billion, indicating Oracle's growing importance as an infrastructure service provider in the industry [1] - The multi-year agreement would provide computing power for AI model training and deployment, with potential for the total committed amount to increase before finalization [1] - If the agreement is finalized, it would represent a significant victory for Oracle's cloud infrastructure business, which has seen a substantial increase in order volume recently, driving the company's stock price to a historical high [1] Group 2 - Oracle's stock closed at $308.66, with a daily increase of 4.1%, and has risen 85% year-to-date, driven by strong performance in its cloud business [1] - Despite being known for database software, Oracle is emerging as a key supplier in the AI computing power sector, competing with industry leaders such as Amazon, Microsoft, and Google [1] - Concerns remain among investors regarding the proportion of Oracle's cloud service orders that come from major AI client OpenAI, which recently secured a deal for 4.5GW of computing resources from Oracle [3]