Oracle, OpenAI Expand Stargate Deal for More US Data Centers

单集文稿 ...

• 00:00

  This is an iHeart Podcast.

• 00:28

  I think there's a lot of news in the technology side of the business on OpenAI.

• 00:33

  OpenAI has agreed to rent a massive amount of computing power from Oracle data centers as part of its Stargate initiative,

• 00:40

  totaling about 4.5 gigawatts.

• 00:43

  I don't know what a gigawatt is, but it sounds big.

• 00:44

  Of data center power in the U.S.

• 00:46

  So I have no idea what that means.

• 00:48

  And OpenAI is not.

• 00:49

  I mean, Bloomberg AIs give me some stuff, but I need to go to the source.

• 00:53

  Anurag Rana, technology analyst for Bloomberg Intelligence.

• 00:56

  Anurag, it seems like we're seeing a lot of deals getting inked here in the tech space.

• 01:01

  This AI story is still moving along at a great pace.

• 01:04

  Talk to us about what's going on at Oracle.

• 01:07

  Yeah.

• 01:08

  So this is something we discussed a few days ago when Oracle was up sharply at that point.

• 01:12

  They didn't disclose the name of the client,

• 01:14

  but that seems like, as we said, it is OpenAI.

• 01:17

  This is part of the Stargate project that came out right after the president got elected at the beginning of January or the middle of the end of Jan. This is a big project.

• 01:26

  It's going to take several years to build out.

• 01:28

  It's going to be very... humongous data centers across the country and perhaps even globe,

• 全部文稿