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Oracle’s $30 Billion Mystery Date: Who’s Behind the Biggest Cloud Deal Ever?
When Larry Ellison says “game-changer,” he means it. But who’s footing the $30 billion tab? Spoiler: It’s not your neighborhood smoothie shop.
Oracle just pulled off one of the biggest cloud deals in human history. A $30 billion-per-year contract with one client. Let that sink in. Thirty. Billion. Per. Year.
Naturally, investors went bonkers. Oracle stock hit a fresh all-time high on the news. But in true corporate tease fashion, Oracle didn’t name the client.
So… who’s writing this giga-check?
My Guess? OpenAI and/or SoftBank’s Stargate
While Oracle played coy, I wasn’t born yesterday.
Let’s connect the dots:
- Oracle’s recent earnings call included vague but aggressive comments about “record demand for AI cloud capacity.”
- Larry Ellison has been publicly gushing about OpenAI and the mysterious $500 billion “Stargate” project backed by SoftBank.
- Oracle already committed $7 billion to Stargate and said a major data center customer was “imminent.”
- Bloomberg and the FT also both pointed to OpenAI and SoftBank as the likeliest candidates.
So yeah—unless the Tooth Fairy just raised a monster Series A, it’s probably OpenAI, Stargate, or both.
What Even Is Stargate?
Imagine if Elon Musk, Sam Altman, and SoftBank’s Masayoshi Son walked into a server room, tossed out budget constraints, and said: “Let’s build a planetary-scale AI infrastructure hub.”
That’s Stargate.
It’s a planned hyperscale data center network so absurdly ambitious it makes NASA look like a WeWork. Think AI superclusters, exascale compute, custom chip fabs, and enough electricity to reboot the sun.
Oracle’s cloud infrastructure will power this madness—and now they’re getting paid handsomely to do it.
What This Means for Oracle (and the Market)
For Oracle:
- Revenue boost starting in FY 2028
- Massive validation of Oracle Cloud Infrastructure (OCI)
- Ellison finally gets to say: “Told you so” (again)
For Investors:
- Oracle is not just an old-school enterprise software dinosaur
- It’s now a core AI infrastructure play
- And now even at ~50x earnings, still way cheaper than most “AI” stocks
For AWS and Azure? Uh… sweat emoji.
But Wait… What If It’s Not OpenAI?
Look. It could be a government agency, defense contractor, or Apple launching AI iCloud (jk, but imagine). But barring a plot twist, the only entities needing $30B/year in cloud are:
- Trying to build AGI
- Trying to spy on people
- Or… both
Investment Angle: Oracle’s Era of Boring Might Be Over
- This deal won’t kick in until fiscal 2028, but the market’s already sniffing out the long-term cash flows.
- Don’t be surprised if more AI-adjacent contracts follow.
- Oracle’s no longer just “that company from your 2003 IT department.” It’s turning into the plumbing behind artificial intelligence.
Final Thought
Larry Ellison just pulled a Bezos move. Everyone laughed when Oracle went into cloud computing late. Now he might’ve just landed the biggest fish in the hyperscale pond.
And hey—if Oracle’s building the server farms of the future, maybe that red polo shirt knows something we don’t.
DISCLAIMER: This analysis of the aforementioned stock security is in no way to be construed, understood, or seen as formal, professional, or any other form of investment advice. We are simply expressing our opinions regarding a publicly traded entity.
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