Oracle engaged in advanced negotiations with Meta for a multi-year cloud computing deal potentially worth $20 billion, as reported by Bloomberg and Reuters on an unspecified date. This follows reports of OpenAI signing a deal worth $300 billion with Oracle. Separately, on September 18, 2025, Oracle received top ratings in ISG Research Buyer's Guides for AI Agents and Conversational AI for Workforce, based on product experience, innovation, and customer value. An unnamed official also stated that a separate agreement requires all American user data to be stored on US cloud computing infrastructure run by Oracle.
Subscribe for full access to Moat's products in full detail
Subscribe for full access to Moat's revenue in full detail