Oracle Secures $300 Billion Deal with OpenAI, Stock Surges 36%
Written by Ohris M. Greyoon, Blockchain & Crypto Expert
Source: Coinmarketcap
Updated: Dec 26 2025- AI Strategic Breakthrough: Oracle's agreement with OpenAI for approximately $300 billion in computing power rental positions OpenAI as its largest customer, further solidifying Oracle's standing in the AI market.
- Stock Surge: Following the announcement, Oracle's stock jumped nearly 36% on September 10, marking the third-largest single-day gain since its 1986 IPO, adding $89 billion in market value and reflecting strong market confidence in its AI strategy.
- Leadership Changes: After the executive transition, Oracle's stock has fallen about 30% this quarter, indicating a mix of challenges and opportunities for the company, particularly in the increasingly competitive AI landscape.
- Financial Pressure: Despite a revenue backlog of 359%, Oracle has yet to break into Gartner's top five cloud infrastructure providers, highlighting the pressure on its market share and the potential for future growth.
About the author
Ohris M. Greyoon
Ohris M. Greyoon holds a Master’s in Computer Science from MIT and has 10 years of experience in blockchain technology and cryptocurrency markets. A pioneer in decentralized finance (DeFi) analysis, he leads Intellectia’s Crypto News, offering cutting-edge insights into digital assets.
