Oh THAT $300B Contract With OpenAI…
Tech Brew Ride Home
Amalgamated Internets, LLC
4.7 • 1K Ratings
🗓️ 11 September 2025
⏱️ 20 minutes
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| 0:00.0 | Welcome to the TechBrew Ride Home for Thursday, September 11th, 2025. I'm Brian McCullough today. |
| 0:10.0 | Well, we now know one of the big contracts that sent Oracle shares flying yesterday. It's OpenAI, of course. |
| 0:16.0 | We have another IPO pop. YouTube now has multi-language dubbing, is it risky to bet on just one version of |
| 0:23.5 | AI and a deep dive analysis of how Oracle got AI religion? |
| 0:28.1 | Here's what you miss today in the world of tech. |
| 0:33.9 | Sources say that OpenAI has signed a contract with Oracle to purchase $300 billion in computing power over roughly five years, starting in 2027, quoting the journal. |
| 0:45.6 | The deal is one of the largest cloud contracts ever signed, reflecting how spending on AI data centers is hitting new highs despite mounting concerns over a potential bubble. |
| 0:54.0 | The Oracle contract will |
| 0:55.2 | require 4.5 gigawatts of power capacity roughly comparable to the electricity produced by more |
| 1:00.8 | than two Hoover dams, or the amount consumed by about 4 million homes. The OpenAI and Oracle |
| 1:07.0 | contract, which starts in 2027, is a risky gamble for both companies. |
| 1:11.3 | Opening Eye is a money-losing startup that disclosed in June. It was generating roughly $10 billion |
| 1:15.4 | in annual revenue, less than one-fifth of the $60 billion it will have to pay on average |
| 1:21.0 | every year. Oracle is concentrating a large chunk of its future revenue on one customer |
| 1:26.0 | and will likely have to take |
| 1:27.5 | on debt to buy the AI chips needed to power the data centers. Oracle gave a first 10 of the deal |
| 1:32.7 | when it disclosed in a June filing. It had struck a cloud services agreement that would give it |
| 1:36.7 | more than $30 billion in annual revenue starting in 2027. The cloud giant will receive more yearly |
| 1:42.3 | revenue from OpenAI over time as more data centers come online. |
| 1:46.1 | OpenAI announced in July that it struck a 4.5 gigawatt deal with Oracle, but didn't disclose the size of the contract. |
| 1:52.5 | The massive OpenAI commitment extends Chief Executive Sam Altman's long history of dreaming up the seemingly impossible to solve for the host of business challenges he is facing. |
| 2:01.3 | He is also trying to build custom chips with Broadcom, create an iPhone competitor, and launch a new |
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