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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

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Apr 30, 2026
latest update

Apr 29, 2026 → Apr 30, 2026

LATEST DEVELOPMENT
Apr 30, 2026·TechCrunchT2 · Outlet report
After dissing Anthropic for limiting Mythos, OpenAI restricts access to Cyber, too | TechCrunch

Last day to exhibit your breakthrough to 10,000+ tech leaders at Disrupt is on Oct 2. Book Exhibit Table Now. Disrupt doors open Oct. 13. Get your pass and bring someone with you at 50% off. REGISTER NOW. After Sam Altman trash-talked…

Read original at TechCrunch →
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7 updates from 5 sources over 2 days.

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April 2026

7 updates
Apr 30, 2026·TechCrunchT2 · Outlet reportLATEST
After dissing Anthropic for limiting Mythos, OpenAI restricts access to Cyber, too | TechCrunch

Last day to exhibit your breakthrough to 10,000+ tech leaders at Disrupt is on Oct 2. Book Exhibit Table Now. Disrupt doors open Oct. 13. Get your pass and bring someone with you at 50% off. REGISTER NOW. After Sam…

Read original at TechCrunch →
Apr 30, 2026·The Next WebT2 · Outlet reportKEY MOMENT
SPRIND opens applications for €125M competition

This article was published on April 30, 2026 The Next Frontier AI Challenge, announced at EurIPS in December, explicitly tells applicants not to try to catch up with OpenAI, but to leapfrog to the next architectural…

Read original at The Next Web →
Apr 30, 2026·The Next WebT2 · Outlet report
Trump administration blocks Anthropic’s Mythos rollout

This article was published on April 30, 2026 White House opposes Anthropic’s plan to expand Mythos The Trump administration has told Anthropic it disagrees with a controlled rollout that would bring its dangerous…

Read original at The Next Web →
Apr 30, 2026·The VergeT2 · Outlet reportKEY MOMENT
OpenAI’s DevDay 2026 has a date.

OpenAI DevDay 2026: The biggest news and announcements Mark your calendars for September 29th. Last year the company used the event to launch “apps” inside ChatGPT. Posts from this author will be added to your daily…

Read original at The Verge →
Apr 29, 2026·The VergeT2 · Outlet reportKEY MOMENT
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…

Read original at The Verge →
Apr 29, 2026·CNNT2 · Outlet report
OpenAI wants to put its most powerful model at all levels of government to fight hackers | CNN Business

OpenAI is expanding access to its most advanced AI models to help businesses and governments shore up their cyber defenses, a sharp contrast to rival Anthropic, which says controlling access to its models is the best…

Read original at CNN →
Apr 29, 2026·GizmodoT2 · Outlet reportOPENING
‘Never Talk About Goblins’: OpenAI’s Instructions to Codex Have a Weirdly Emphatic No-Creatures Policy

A document posted by OpenAI on Github as part of the open-sourcing for Codex CLI, OpenAI’s most recent flagship coding agent, contains what looks like the entire system prompt for GPT-5.5 in a coding context. And it…

Read original at Gizmodo →

Sources & evidence (7)

What this story stands on. Tier 0 is a primary record or the subject's own words; higher tiers must be attributed, never stated as bare fact.

T2 · Outlet report× 7
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The Verge 2The Next Web 2Gizmodo 1CNN 1TechCrunch 1
STRONGEST EVIDENCE
T2 · Outlet reportTechCrunchApr 30, 2026

Last day to exhibit your breakthrough to 10,000+ tech leaders at Disrupt is on Oct 2. Book Exhibit Table Now. Disrupt doors open Oct. 13. Get your pass and bring someone with you at 50% off. REGISTER NOW. After Sam Altman trash-talked…

View source →
T2 · Outlet reportThe Next WebApr 30, 2026

This article was published on April 30, 2026 The Next Frontier AI Challenge, announced at EurIPS in December, explicitly tells applicants not to try to catch up with OpenAI, but to leapfrog to the next architectural S-curve, with up to €1…

View source →
T2 · Outlet reportThe Next WebApr 30, 2026

This article was published on April 30, 2026 White House opposes Anthropic’s plan to expand Mythos The Trump administration has told Anthropic it disagrees with a controlled rollout that would bring its dangerous cyberattack-capable AI to…

View source →
T2 · Outlet reportThe VergeApr 30, 2026

OpenAI DevDay 2026: The biggest news and announcements Mark your calendars for September 29th. Last year the company used the event to launch “apps” inside ChatGPT. Posts from this author will be added to your daily email digest and your…

View source →
T2 · Outlet reportThe VergeApr 29, 2026

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…

View source →
T2 · Outlet reportCNNApr 29, 2026

OpenAI is expanding access to its most advanced AI models to help businesses and governments shore up their cyber defenses, a sharp contrast to rival Anthropic, which says controlling access to its models is the best way to boost global…

View source →

Tier key: T0 = Primary source · T1 = Wire · T2 = Outlet report · T3 = Commentary

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