Did OpenAI just bet $300B on Oracle?

Reports are circulating about a $300 billion OpenAI–Oracle deal to supply massive compute for agentic AI. If accurate, it would be among the largest tech infrastructure agreements ever, speeding rollouts of AI agents across retail, healthcare, finance, and logistics. The article cites 90% retail reach, 50% of U.S. families in healthcare, 20–30% forecast gains, 15–25% inventory savings, and analysts projecting AI to drive 30% of enterprise software revenue by 2035 (up from 2% today). There are also concerns about vendor lock-in, jobs, privacy, and oversight.

- What would a $300B AI infrastructure deal change for businesses?
- How could agentic AI deliver 20–30% forecast accuracy gains?
- Could inventory costs fall 15–25% with agents?
- Is 30% of software revenue from AI by 2035 realistic?
- What risks come with vendor lock-in and data privacy?

#AI #OpenAI #Oracle #AgenticAI #CloudComputing

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