multi-year contracts

  1. Oracle's AI Infrastructure Push Rewrites the Cloud Playbook

    Oracle’s latest quarter didn’t just surprise the market — it rewrote the playbook for what a legacy enterprise software company can become in an AI-first world. Background For two decades Oracle was best known as a database and enterprise-software stalwart slowly adapting to a cloud-first...
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    • ai ai cloud ai compute ai infrastructure ai workloads aicompute amd backlog capex cloud cloud backlog cloud infrastructure cloud strategy cloudbacklog cloudinfrastructure data centers data gravity datacenters enterprise it enterprisesoftware exadata fiveyearforecast freecashflow gpu capacity gpus hyperscale hyperscaler hyperscalers multi-year contracts multicloud nvidia oci openai openai stargate openaideal oracle oracle cloud rpo stargate
    • Replies: 2
    • Forum: Windows News

  2. OpenAI vs Microsoft: Tensions Rise Amid Strategic Disputes and Competitive Moves in AI Industry

    OpenAI's recent strategy to offer significant discounts on its enterprise ChatGPT software has introduced notable tension with Microsoft, its primary investor and strategic partner. These discounts, typically ranging from 10% to 20%, are extended to clients who commit to multi-year contracts and...
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    • ai business strategies ai competition ai industry ai market dynamics ai partnership ai services ai technology antitrust concerns azure openai chatgpt discounts cloud infrastructure copilot ai enterprise ai microsoft microsoft stock multi-year contracts openai tech alliances tech partnership windsurf acquisition
    • Replies: 0
    • Forum: Windows News