Oracle engaged in negotiations with Meta for a multi-year cloud computing deal potentially worth $20 billion, as reported by Bloomberg and Reuters. This follows reports of OpenAI signing a deal with Oracle worth $300 billion. Separately, on September 18, 2025, ISG Research named Oracle a market leader in AI Agents and Conversational AI, citing top ratings in product experience, innovation, and customer value. Additionally, a US official announced an agreement between Washington and Beijing requiring TikTok to store all American user data on Oracle's cloud infrastructure to address security concerns.
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