1950.Ai’s Post

Honestly, the real AI race isn’t about who has the best model anymore it’s about who can secure the compute to actually run them. Just saw that Oracle and Meta are in advanced talks for a $20B+ multi-year AI cloud deal 🤯. Oracle might end up powering Meta’s training and serving infrastructure. If this happens, it could seriously shift Oracle’s position in the AI cloud game. The wars are moving from models → infrastructure. #AI #CloudComputing #Meta #Oracle #ArtificialIntelligence

Such a sharp take: I totally agree that the real battleground in AI is shifting from models to compute. My thought: We’re entering the era where infrastructure = strategy. Whoever secures scalable compute won’t just support AI growth; they’ll own the rails of the future economy. Curious: do you think this Oracle–Meta move is a one-off or the first domino in a wave of trillion-dollar compute alliances?

Oracle is in discussions with Meta for a $20 billion AI cloud computing deal. The potential multiyear agreement would involve Oracle providing Meta with computing power to train and deploy AI models. This deal would add to Oracle's recent successes in the cloud infrastructure sector, where it has secured contracts with several major tech companies. Meta has not commented on the negotiations, and Oracle has yet to respond to requests for comment. Read more: https://lnkd.in/ehSvxt_w 📰 Subscribe to the Daily AI Brief: https://lnkd.in/eq56P3bj #ai #artificialintelligence #ainews

Meta and Oracle discuss $20 B AI Computing Deal Oracle is reportedly in discussions with Meta for a substantial $20 billion cloud computing collaboration aimed at bolstering the social media giant's artificial intelligence capabilities. According to Bloomberg, the negotiations are in progress, and the specifics of the agreement, such as the overall investment, are subject to potential adjustments. If finalized, this deal would represent another significant partnership for Oracle, building on its substantial AI infrastructure agreement with OpenAI. The company's stock has surged by over 80% in the current year, underlining its increasing prominence as a key player in delivering AI computational resources. Link to Full Article: https://lnkd.in/gV2cYTxJ

CLOUD WARS HEAT UP: Oracle in talks for $20B AI cloud deal with Meta. The AI spending spree continues 🚀 #Oracle #Meta #CloudComputing #AI #TechDeals

🚀 Cloud + AI: Big Shifts Happening Now The cloud + AI space is moving fast. A few recent updates worth noting: Google Cloud has a $106B backlog & Gemini AI adoption is surging — 9M+ developers now using it. OpenAI envisions millions of AI agents running in the cloud soon, supervised by humans. CoreWeave & Nvidia signed a $6.3B deal securing cloud GPU capacity through 2032. Oracle shares jumped ~35% on booming AI-driven cloud demand. 💡 Why it matters: Cloud is no longer just about storage or compute. It’s becoming the backbone of AI innovation, capacity planning, and enterprise transformation. 👉 The future is multi-cloud, AI-first, and agent-driven. #CloudComputing #ArtificialIntelligence #AI #Cloud #Innovation #TechTrends #DigitalTransformation #FutureOfWork

Cloud isn’t just growing — AI is accelerating it into a new era. Last quarter alone, spending surged nearly $20B, hitting $95.3B in Q2 2025 — a 22% year-over-year jump. That’s the fourth straight quarter of 20%+ growth, according to Canalys. And here’s the real story: this isn’t just more servers spinning up. It’s a shift in why companies are consuming cloud. • AI workloads are pulling demand through the roof. • Legacy migrations that once felt impossible are finally moving. • Cloud-native scale-ups are stretching capacity to its limits. AWS, Microsoft, and Google may hold 65% of spend, but the game has changed. It’s no longer about raw power. It’s about intelligent orchestration. Enterprises aren’t asking “Which AI do I get?” anymore. They’re asking “Which AI fits my business right now — and can I switch tomorrow if I need to?” That’s the story I see: Cloud Wave 1 was about efficiency. Cloud Wave 2 is about intelligence. 👉 How are you preparing for a market where orchestration is the new infrastructure? Because the race isn’t just to cloud anymore. It’s to intelligence. 👇 Check out the release in the comments. #Cloud #AI #CloudInfrastructure #MultiCloud #Orchestration #DigitalTransformation #TechLeadership

Plot twist: Oracle just became a top contender for Meta's AI compute. They're in talks for a roughly $20 billion multiyear cloud deal. What this really means: → Oracle is moving from databases to large-scale AI training compute. → $20B talks prove AI capacity is now a multi-billion-dollar supply negotiation. → Meta diversifying from hyperscalers. Expect pricing pressure and bespoke hardware contracts. Not gonna lie, this surprised me. Oracle playing heavyweight in AI infrastructure changes vendor dynamics fast. Game changer or hype? 👇 #Oracle #Meta #AICompute #CloudInfrastructure #DataCenters

Oracle, Meta in Talks on $20B Cloud Deal for AI Growth Oracle is in advanced negotiations with Meta over a potential multi-year cloud-computing agreement worth an estimated US$20 billion, according to people familiar with the discussions. If finalized, the deal would rank among the largest cloud infrastructure contracts in recent year... #Technology #AI #CloudComputing #Meta #Oracle https://lnkd.in/dFA7J2Zi

AI is evolving fast, and so are the expectations for your tech stack. Scaling AI isn’t just about bigger models or smarter algorithms. It’s about reimagining where and how your data lives, how workloads run, and how you balance cost, speed, and security.   This The Wall Street Journal article highlights findings from a recent Deloitte report, outlining five strategies every AI and data leader should consider to unlock the full potential of emerging tech – from optimizing cloud spend to reinventing data centers for AI-native operations.   Worth a read if you’re thinking about how to build your AI infrastructure.   https://lnkd.in/ee6fw4De