Larry Ellison’s betting everything on OpenAI. Will it pay off or pop the bubble?

Posts from this topic will be added to your daily email digest and your homepage feed. Posts from this topic will be added to your daily email digest and your homepage feed. Posts from this topic will be added to your daily email digest and your homepage feed. Oracle’s betting everything on OpenAI. Will it pay off or pop the bubble? If you buy something from a link, The Verge may earn a commission. See our ethics statement. Posts from this author will be added to your daily email digest and your homepage feed. If you buy something from a link, The Verge may earn a commission. See our ethics statement. Posts from this author will be added to your daily email digest and your homepage feed. If you want to know whether the AI bubble is bursting, there’s only one publicly traded company that will tell you: Oracle. That’s right, the database company. Oracle has burned its boats and pivoted to AI, but not in any kind of usual way. It is not a foundation model builder like OpenAI or Anthropic, obviously. It’s not quite a neocloud, though it has entered the same bare-metal business as CoreWeave. It is a software-as-a-service company that has made an audacious bet on a very specific future