Oracle Signed Cloud Services Worth $30 Billion a Year

每年价值300亿美元的Oracle签定云服务

Bloomberg Intelligence

2025-07-01

18 分钟
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Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Oracle signing a single cloud deal worth $30 billion in annual revenue — more than the current size of its entire cloud infrastructure business. That revenue is expected to start flowing in the fiscal year 2028, Oracle disclosed in a regulatory filing Monday, without naming the customer.  - Stephanie Diaz, BNEF Senior Associate discusses how nuclear power, after decades of being the clean energy pariah, is now the industry’s darling as it seeks out clean, dispatchable power. With rising power demand, regulatory overhauls and ambitious timelines, the US advanced nuclear industry is changing quickly.- Michele Martin, President of Prosperity– An EisnerAmper Company, recaps 2025 H1 and then provides her outlook on H2 2025. See omnystudio.com/listener for privacy information.
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  • 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,