Meta secures a large order of 20 billion USD from Oracle, intensifying the global AI Computing Power competition.

Meta has recently been reported to be negotiating a cloud computing contract worth approximately $20 billion with software giant Oracle (. This collaboration highlights the enormous demand for Computing Power in the AI competition, and it comes right after OpenAI and Oracle just signed the largest cloud contract in history worth $300 billion, once again raising global attention on the cloud market.

The AI investment craze is heating up, with Meta pouring 20 billion dollars into Oracle.

According to reports, Meta is in talks with Oracle for a cloud computing contract worth approximately $20 billion, with Oracle providing large-scale computing resources to assist Meta in training and deploying AI models, further supplementing Meta's existing sources of Computing Power from current cloud providers. However, neither party has responded to this at present.

Meta invests tens of billions of dollars in AI, ramping up infrastructure while also crazily competing for talent.

Meta announced in early July that it plans to invest approximately $66 billion to $72 billion by 2025 for the construction of super data centers and servers, including "Prometheus" and "Hyperion". Among them, Hyperion is expected to reach a scale of 5,000 megawatts, and it forecasts that spending will significantly increase again in 2026 to meet the demands of AI model development and business needs.

In the first half of 2025, Meta's acquisition activities for AI startups significantly increased, including an investment of $14.3 billion to acquire nearly 49% of Scale AI's shares, and plans to restructure its internal AI team and poach founder Alexandr Wang.

Recently, there have been reports that they attempted to acquire the AI startup Safe Superintelligence, which has a valuation of 32 billion dollars. Although the deal ultimately did not go through, they still invited the company's CEO, Daniel Gross, to form an alliance, highlighting Meta's determination to actively invest in the AI field.

)AI Crypto Tsar Sacks: Meta AI recruitment cools down, not an AI bubble burst, but a natural investment cycle(

AI dedicated architecture and flexible pricing, consolidating Computing Power advantages

Why are large tech companies turning to Oracle? First, Oracle's high-performance cloud architecture designed specifically for AI, Oracle Cloud Infrastructure )OCI(, is at the core. OCI uses low-latency networks and high memory bandwidth, combined with NVIDIA )'s H100, Grace-Blackwell, and other series of GPUs, as well as ultra-fast InfiniBand connection technology, capable of supporting tens of thousands of GPUs for large-scale AI training and inference, achieving both efficiency and cost-effectiveness.

Oracle also has flexible pricing and cost strategies, which are not only competitive in computing and storage rates but can also provide long-term fixed prices and lower data transmission costs for projects in the hundreds of billions of dollars, significantly reducing corporate expenditure and enhancing collaboration attractiveness.

Cloud strategy and capacity investment to build the global Computing Power core

Oracle also collaborates with cloud giants such as Amazon (Amazon), Google, and Microsoft (Microsoft) through multi-cloud and hybrid deployment strategies, allowing customers to directly connect to OCI on AWS, GCP, and Azure, meeting the data sovereignty requirements of multinational finance, government, and other sectors.

On the other hand, Oracle started to pre-purchase a large number of high-end GPUs from NVIDIA early on and established large-scale data centers in the UK, India, Singapore, and other places that can be expanded to tens of thousands of GPUs. Therefore, when large companies like OpenAI or Meta suddenly need massive Computing Power, Oracle can provide it quickly, with more speed and flexibility than other cloud providers.

Larry Ellison personally intervened, becoming one of the strongest advantages.

Founder Larry Ellison personally negotiated with senior executives from companies like OpenAI, Meta, and xAI, which is a significant advantage for Oracle. This not only elevates the collaboration from simple Computing Power supply to a deep core strategic partnership. With these advantages, Oracle has secured its leading position in the AI cloud market and has become an important driving force in the global Computing Power competition.

(OpenAI signed a contract worth 300 billion dollars with Oracle, expanding the scale of StarGate cloud computing)

This article reports that Meta has signed a $20 billion deal with Oracle, intensifying the global AI Computing Power competition. It first appeared in Chain News ABMedia.