2025-07-01
18 分钟This is an iHeart Podcast.
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Here's the news out on the tech side that got my attention,
got the attention of the marketplace.
our good friends there,
they signed a cloud service deal that could be worth $30 billion a year.
I said, we got to get Anurag Rana on this because this cloud story,
this AI story is just a story that continues to give to investors.
Anurag Rana, technology analyst for Bloomberg Intelligence, joins us here.
Anurag, tell us about this Oracle deal here.
What's happening?
Yeah, I think it caught everybody by surprise.
Now, we knew that this was going to happen sometime over the next six to 12 months,
but we didn't know it would happen so quickly.
We think this is part of the Stargate contract.
This is something that's going to flow from OpenAI,