Oracle and OpenAI deal: a cloud computing architecture of allies against the Chinese model of “computing sovereignty”

On September 10-11, 2025, American billionaire Larry Ellison became the world's richest person after Oracle's shares rose 41%, which resulted from the company's announcement of a deal with OpenAI in the field of cloud computing worth $300 billion.

The market's reaction to the deal between Oracle and OpenAI, which caused a 41% rise in Oracle's shares, clearly demonstrates that artificial intelligence has established itself as a structural driver of the economy, despite previous analysts' warnings that AI is a temporary financial illusion.

The cloud computing deal, under which OpenAI will acquire approximately 4.5 GW of cloud computing capacity from Oracle, demonstrated that American technology corporations no longer view AI as an area of experimental development but are embedding it into the strategic foundations of long-term business models, confirming the maturity of the industry.