Group 1 - Oracle's shares surged after reporting multiple multi-billion-dollar contracts, including a significant deal with OpenAI for $300 billion in compute power over five years starting in 2027 [1][2] - If confirmed, the contract with OpenAI would represent one of the largest cloud contracts ever signed, highlighting Oracle's growing influence in the cloud computing market [2] - OpenAI has been diversifying its cloud partnerships, moving away from exclusive reliance on Microsoft Azure, and has engaged Oracle for compute resources since summer 2024 [2][3] Group 2 - OpenAI's shift from Microsoft coincides with its participation in the Stargate Project, which involves a $500 billion investment in domestic data center projects over the next four years, indicating a strategic pivot towards enhancing its infrastructure [3] - OpenAI's need for extensive compute resources is underscored by its recent cloud deal with Google, despite the competitive landscape between the two companies in the AI sector [3]