OpenAI Just Signed A $300 Billion Deal.

In partnership with

How 433 Investors Unlocked 400X Return Potential

Institutional investors back startups to unlock outsized returns. Regular investors have to wait. But not anymore. Thanks to regulatory updates, some companies are doing things differently.

Take Revolut. In 2016, 433 regular people invested an average of $2,730. Today? They got a 400X buyout offer from the company, as Revolut’s valuation increased 89,900% in the same timeframe.

No wonder 10K+ everyday people are taking the chance on Pacaso.

Founded by a former Zillow exec, Pacaso’s co-ownership tech reshapes the $1.3T vacation home market. They’ve earned $110M+ in gross profit to date, including 41% YoY growth in 2024 alone. They even reserved the Nasdaq ticker PCSO.

The same institutional investors behind Uber, Venmo, and eBay backed Pacaso. And you can join them. But not for long. Pacaso’s investment opportunity ends September 18.

Invest While You Still Can

_{Paid advertisement for Pacaso’s Regulation A offering. Read the offering circular at invest.pacaso.com. Reserving a ticker symbol is not a guarantee that the company will go public. Listing on the NASDAQ is subject to approvals.}

The $300 Billion Deal That Shocked Silicon Valley

OpenAI just signed the most jaw-dropping contract in cloud computing history. We're talking about a $300 billion, five-year deal with Oracle that makes other tech partnerships look like pocket change.webpronews+2

Think about this for a second. OpenAI doesn't even make close to $300 billion in revenue. This deal is so massive it's basically betting the entire company's future on artificial intelligence growth. It's like buying a mansion when you're still renting an apartment.siliconangle+1

What Exactly Did They Buy?

Oracle agreed to provide OpenAI with 4.5 gigawatts of computing capacity. To put this in perspective, that's equivalent to the electricity produced by more than two Hoover Dams or enough power to run about four million American homes.cryptobriefing+3

This isn't just about renting some servers in the cloud. Oracle is building entirely new data centers from scratch. These facilities will house approximately 2 million GPUs - that's an army of processors working 24/7 to train the next generation of AI models.mitrade+2

The first major installation is happening in Abilene, Texas. This location will consume 1.2 gigawatts when completed and run entirely on gas generators because the local power grid simply can't handle the demand. Oracle is literally burning through $1 billion per year just to keep the lights on at this single location.mitrade

Oracle's Incredible Victory Lap

This deal catapulted Oracle CEO Larry Ellison straight to the top of the world's richest people list. His net worth jumped by $101 billion in a single day - the largest one-day wealth increase ever recorded. At 81 years old, Ellison now sits at $393 billion, edging past Elon Musk's $385 billion.investopedia+3

Oracle's stock price exploded upward by more than 40% following the announcement. The company added nearly $300 billion to its market value in one trading session, pushing Oracle's total valuation close to the exclusive $1 trillion club.finance.yahoo+2

But here's the crazy part: Oracle's entire cloud business was only generating $18 billion annually before this deal. Now they're projecting cloud infrastructure revenue to hit $144 billion over the next four years. That's like a small corner store suddenly becoming Walmart overnight.constellationr+2

The Real Story Behind Project Stargate

This Oracle deal is just one piece of a much bigger puzzle called Project Stargate. Announced at the White House in January 2025, Stargate is a $500 billion initiative to build AI data centers across America over the next four years.techtarget+2

The project reads like something out of science fiction. OpenAI partnered with SoftBank, Oracle, and other tech giants to create what they're calling "the largest AI infrastructure project in history". The name "Stargate" comes from the 1994 sci-fi movie about portals to other worlds - which is fitting since this project aims to open portals to artificial general intelligence.webpronews+1

President Trump endorsed Stargate as critical for American AI leadership and national security. The initial $100 billion deployment is already underway in Texas, with construction teams working around the clock.racksolutions+2

Why OpenAI Needed to Break Up with Microsoft

For years, OpenAI relied almost exclusively on Microsoft's Azure cloud platform. Microsoft invested billions in OpenAI and got exclusive hosting rights in return. But this cozy arrangement started cracking under pressure.connectcx+1

OpenAI kept hitting computing bottlenecks that delayed product launches. The company needed massive amounts of processing power to train increasingly sophisticated AI models, but Microsoft couldn't keep up with demand.ainvest+2

In summer 2024, OpenAI quietly started using Oracle's cloud services for the first time. This marked the beginning of OpenAI's "multi-cloud strategy" - spreading their computing needs across multiple providers instead of relying on just Microsoft.techcrunch+3

The new arrangement gives Microsoft "right of first refusal" on OpenAI's cloud needs. Essentially, Microsoft gets first dibs, but if they can't deliver what OpenAI wants, the AI company can shop elsewhere. It's like having an open marriage after years of exclusivity.autogpt+1

The Mind-Boggling Scale of Modern AI

To understand why this deal is so massive, you need to grasp how much electricity modern AI systems consume. Training a single large language model like GPT-4 required approximately 30 megawatts of continuous power. That's enough electricity for a small city.about.bnef

Current AI data centers are already consuming about 4.4% of total U.S. electricity. By 2030, experts predict this will jump to between 6.7% and 12% of all American power consumption. Some forecasts suggest AI could use as much electricity as 22% of all U.S. households within the next decade.energy+2

The newest generation of AI processors is even more power-hungry. NVIDIA's upcoming Blackwell GPUs consume 2,700 watts each - that's enough to power two entire homes. Intel's experimental AI chips are expected to draw an astronomical 1,500 watts per processor.forbes

Oracle's Risky Bet Pays Off Big

Not too long ago, Oracle was considered a has-been in the cloud computing world. Back in 2008, co-founder Larry Ellison famously called cloud computing "complete gibberish". The company was stuck selling old-fashioned database software while Amazon, Microsoft, and Google raced ahead.mitrade

But Oracle's leadership saw the AI wave coming and made a calculated gamble. They started building massive data centers specifically designed for AI workloads. While competitors focused on general-purpose cloud services, Oracle specialized in the extreme computing power that AI companies desperately needed.cnbc+1

This strategy is paying off spectacularly. Oracle's cloud infrastructure business grew 55% year-over-year in the most recent quarter. The company now has contracts worth $455 billion in future revenue - a 359% increase from the previous year.investopedia+1

Oracle CEO Safra Catz boldly predicted they'll sign "several additional multi-billion-dollar customers" and that remaining performance obligations will "likely exceed half-a-trillion dollars".bnnbloomberg+1

What This Means for the AI Arms Race

The OpenAI-Oracle deal represents a fundamental shift in how AI companies think about infrastructure. Instead of renting computing power month-to-month, they're making massive long-term commitments that span years or even decades.

This creates a new class of "AI infrastructure partnerships" that blur the lines between customer and business partner. Oracle isn't just providing cloud services - they're co-investing in OpenAI's vision of artificial general intelligence.openai

Other tech giants are scrambling to keep up. Amazon Web Services plans to quadruple its data center capacity to nearly 12 gigawatts. Google committed over $25 billion to Pennsylvania data centers just last week. Microsoft laid out plans for an $80 billion investment in AI infrastructure.ciodive+1

The competition is so intense that companies are building data centers in unusual locations just to find available power and land. Some facilities are being constructed in rural areas with their own private power plants because existing electrical grids can't handle the massive energy demands.about.bnef+1

The Bigger Picture

This deal signals that we're entering a new phase of the AI revolution - one where infrastructure becomes the ultimate competitive advantage. Companies that control the massive computing resources needed for AI training will have enormous power over the future of artificial intelligence.

OpenAI is essentially betting that AI will become so valuable that spending $300 billion on computing infrastructure will seem like a bargain in hindsight. If they're right, this deal will be remembered as one of the smartest investments in tech history.

If they're wrong, it could become the most expensive mistake ever made in Silicon Valley.

But given how AI is already transforming everything from search engines to scientific research, OpenAI's massive bet on the future doesn't seem so crazy after all. Sometimes you have to spend big to win big - and $300 billion might just be the price of staying ahead in the AI arms race.