Who has promised money to whom in AI

Oracle

Oracle has been promised money by 1 company, and it has promised money to 3 companies.

FT's total of money promised to Oracle is $300bn. The amounts that Oracle has promised have not been disclosed.

Open the interactive page for Oracle Show Oracle in the chart of all companies

Companies that have promised money to Oracle

CompanyAmount of the deals between the two
OpenAI$300bn

Companies that Oracle has promised money to

CompanyAmount of the deals between the two
Stargate Projectnot published
AirTrunknot published
Coherenot published

Deals that FT lists for Oracle

FT published the amount and the date of each deal only for OpenAI and Anthropic. The list holds the deals of those two companies that name Oracle.

  • OpenAI → Oracle $300bn

    22 July 2025. Cloud/compute purchase commitment.

    OpenAI and Oracle announced an agreement to develop up to 4.5GW of additional Stargate data center capacity; OpenAI later stated that the Oracle partnership exceeds $300B over the next five years.

    Note in FT's data: Classified as reported/conditional because it is a forward five-year capacity/compute commitment and overlaps with the broader Stargate infrastructure plan rather than a closed equity or debt financing.

  • Oracle → Stargate Project investor group amount not disclosed

    21 January 2025. Data center JV / lease / financing.

    The Stargate Project announced a plan to invest $500B over four years in US AI infrastructure, with $100B to begin immediately.

Shares of revenue

Sona estimates how much of a supplier's revenue comes from each of its customers, and FT published the estimates for five suppliers. The numbers are shares of revenue, and they are not amounts of promised money.

Share of each supplier's revenue that comes from Oracle
Applied Digital56%