OpenAI & Oracle Corporation
33 shared events · Importance 25 · Last updated Jul 02, 2026
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Business
OpenAI: OpenAI is a major customer of Oracle Corporation, accounting for a significant portion of Oracle Corporation's remaining performance obligations. However, there are concerns about OpenAI's ability to fulfill its large contractual commitments given its current revenue and losses.
Oracle Corporation: Oracle Corporation's stock has underperformed recently despite strong revenue growth and a massive backlog, due to investor concerns about capital spending and customer obligations. The company is aggressively building AI data centers, which is a capital-intensive undertaking, but is expected to drive significant future revenue growth.
Jun 14, 2026 · 13 articles
International
OpenAI: OpenAI's ChatGPT is identified as a prominent tool used by scammers, leading to scrutiny and the banning of three accounts. This event negatively impacts OpenAI's reputation regarding the misuse of its AI models.
Oracle Corporation: Oracle Corporation is identified as a US-registered company carrying traffic from scam compounds and is working with law enforcement on the shared material.
Jun 30, 2026 · 9 articles
International
OpenAI: OpenAI is considering delaying its IPO, which could be a signal of less investor appetite for big AI stocks amidst recent market stumbles.
Oracle Corporation: Oracle Corporation dropped despite reporting stronger-than-expected profit, as it plans to raise significant cash through borrowing and stock sales for AI investments, raising investor concerns.
Jun 03, 2026 · 191 articles
Business
OpenAI: OpenAI has partnered with HP Inc. to deploy its Frontier platform, expanding its reach into enterprise AI solutions. This collaboration validates OpenAI's enterprise strategy and demonstrates the platform's capability to drive large-scale business transformation.
Oracle Corporation: Oracle Corporation is mentioned as another early adopter of OpenAI's Frontier platform, indicating a broader trend of enterprise AI adoption.
Jun 28, 2026 · 22 articles
Business
OpenAI: OpenAI's valuation and private status are central to the loan negotiations, as lenders are cautious about the collateral. Its confidential IPO filing could make SoftBank Group's stake easier to value in the future.
Oracle Corporation: Oracle Corporation is mentioned in the context of the Stargate data center venture, an AI infrastructure project alongside OpenAI and SoftBank Group, indicating its role in the broader AI investment landscape.
Apr 20, 2026 · 6 articles
Business
OpenAI: OpenAI is the new focus of SoftBank Group's investments, with SoftBank Group having invested tens of billions of dollars and planning to provide AI services in Japan. Nvidia also plans a $100 billion investment in OpenAI.
Oracle Corporation: Oracle Corporation's Larry Ellison was mentioned in connection with Project Stargate, an AI development initiative.
Nov 11, 2025 · 6 articles
Business
OpenAI: OpenAI is a customer for Nvidia's next-generation Vera Rubin AI chips.
Oracle Corporation: Oracle is a customer for Nvidia's next-generation Vera Rubin AI chips.
May 21, 2026 · 8 articles
Business
Oracle Corporation: Oracle Corporation, a partner with OpenAI, SoftBank, and Microsoft on the Stargate AI data center project, saw its shares gain nearly 5% following the announcement, indicating a positive market reaction to broader AI infrastructure developments.
Sep 22, 2025 · 14 articles
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