A Zurich-based firm analyzes Oracle as a key holding, driven by AI contracts and its relationship with OpenAI.

The entities involved

• Oracle Corporation →

  American multinational computer corporation

  • Major tech firms like Oracle, Google, and AWS are accelerating AI infrastructure buildouts, including chip procurement and data center investments.Thu 14:10
  • CLSA initiated coverage with a Hold rating on Oracle Corporation.Sat 17:51
• OpenAI →

  American artificial intelligence research organization

  • Future IPO potential drives market competition among major tech players like Anthropic, SpaceX, Intel, Nvidia, and OpenAI.07:52
  • Samsung Group and SK Group are competing in the high-performance memory market, driven by demand from AI companies like OpenAI and Anthropic.07:09

Related events

• Oracle and OpenAI are reportedly discussing a potential five-year strategic deal worth over $300 billion, positioning them as major cloud platform providers alongside IBM.Jul 14
• CNBC reported on the market pressure facing Oracle Corporation, with its Co-CEO addressing the situation regarding securing long-term AI customer contracts.Jun 29
• Microsoft, Amazon, and Google are deepening AI partnerships with OpenAI, Anthropic, and Meta.Oct 14
• OpenAI confirmed a $300 billion strategic deal with Oracle, alongside updates on Claude sales and revenue sharing agreements.Oct 16
• Anthropic received private funding while Anthropic, OpenAI, and SpaceX are reportedly facing financial losses.Jun 7