Who is on this subjectordered by the date of their first quote here
2 of 3 lanes rest on fewer than 5 quotes and are marked thin. Offsets are days from the middle first-quote date, 24 Jan 2025 — a date, and nothing else. It is not a claim about who reached a view first.
- Dylan Patel 14 12 Nov 2024 – 12 Nov 2025 -73 d
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Bill Gurley
1
thin
24 Jan 2025 – 24 Jan 2025
+0 d
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Brad Gerstner
1
thin
12 Jun 2025 – 12 Jun 2025
+139 d
The chronologysourced and dated, oldest first
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Dylan Patel
Patel reports OpenAI is going to Oracle for 200 megawatts because Microsoft cannot supply enough compute.
“OpenAI can't get enough compute from Microsoft, so then they're also going to Oracle. And Oracle's building another gigawatt scale data center eventually. Again, a gigawatt is like 500,000 plus GPUs.”
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Dylan Patel
Patel reveals OpenAI signed a deal with Oracle for 200 megawatts because Microsoft cannot provide enough compute capacity.
“Again, a gigawatt is like 500,000 plus GPUs. That's billions, tens of billions of dollars. So OpenAI signed a deal for just 200 megawatts.”
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Dylan Patel
Patel says OpenAI is paying roughly $12.5 billion over five years for one-fifth of Oracle's gigawatt site.
“So that's four of these buildings with Oracle. And this site is gonna be a gigawatt. So for one fifth of the site, they're paying something like $12,500,000,000 over the next five years.”
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Dylan Patel
Patel states OpenAI is paying $12.5 billion over five years for one-fifth of Oracle's data center site.
“So for one fifth of the site, they're paying something like $12,500,000,000 over the next five years.”
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Dylan Patel
Patel says OpenAI is paying 12.5 billion dollars over five years for one-fifth of Oracle's data center.
“for one fifth of the site, they're paying something like $12,500,000,000 over the next five years. So this is an extremely large amount of money that they're spending on just one specific site”
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Dylan Patel
Patel reveals Oracle planned 20 percent of capacity in Malaysia, now blocked by seven percent rule.
“Oracle was planning to have, like, 20% of their capacity in Malaysia. So now it's like, what do I do with these data centers that I was gonna build?”
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Dylan Patel
Patel says Oracle is spending over $10 billion this year building infrastructure for OpenAI, not Microsoft.
“Oracle's spending, like, $10,000,000,000 plus for them this year to build out data centers and GPUs, right, for OpenAI, not Microsoft, interestingly enough.”
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Bill Gurley
Gurley says Oracle assets in Abilene and Crusoe are potentially being rolled into the Stargate structure.
“They're potentially rolling in assets from Oracle that are in Abilene. There's a company called Crusoe that's been involved in in the the build of that.”
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Brad Gerstner
Gerstner cites Jensen Huang estimating $1.5 trillion in AI compute buildout discussed in Paris.
“Jensen Huang said over in Paris this week, he estimates a trillion and a half of AI compute build out”
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Dylan Patel
Patel says the Oracle-OpenAI deal involves many gigawatts of compute with unprecedented four-year revenue guidance.
“It is literally many gigawatts. And then in addition, right, not just about securing OpenAI ridiculous amounts of compute, but what what was really interesting is Oracle gave a guidance of four years.”
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Dylan Patel
Patel notes Oracle gave unprecedented four-year revenue guidance, something no company has ever done before.
“Oracle gave a guidance of four years. They told everyone what their revenue is gonna be for the next four years. No company has ever done that.”
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Dylan Patel
Patel notes Oracle gave unprecedented four-year revenue guidance when most companies only guide one quarter.
“Oracle gave a guidance of four years. They told everyone what their revenue is gonna be for the next four years. No company has ever done that. A lot of companies only guide a quarter.”
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Dylan Patel
Patel says OpenAI's Oracle deal reaches over $90 billion annually within a few years from $300 billion total commitment.
“OpenAI, which signed a $300,000,000,000 plus deal with with Oracle, will actually be able to pay $300,000,000,000, right, across raising capital and revenue?”
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Dylan Patel
Patel explains Oracle's $300 billion OpenAI bet is lower risk because Oracle only secures data centers, not expensive GPUs upfront.
“Now, of course, the bet is a bit like there's a bit more security in the bet in that Oracle really only needs to secure the data center capacity.”
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Dylan Patel
Patel states Oracle will grow from one-fifth Microsoft's size to larger by end of 2027 with 35% gross margins.
“like Oracle is going from like one fifth your size to bigger than you by end of twenty twenty seven.”
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Dylan Patel
Patel states Oracle will grow from one fifth Microsoft's size to bigger by end of 2027 at 35% margins.
“Oracle is going from like one fifth your size to bigger than you by end of twenty twenty seven.”
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Where they overlapsame programme, same subject
- CNBC Television also carries Bill Gurley and Brad Gerstner on this subject, at different times.