The NVIDIA-OpenAI deal has zero impact on our financial relationship with OpenAI. We remain highly confident in OpenAI’s ability to raise funds and meet its commitments.
— Oracle (@Oracle) February 2, 2026
to be clear Oracle needs to raise funding to complete the data centers so that OpenAI can raise funding to pay for the data centers. The annual revenue of AWS is like $110bn and the oAI/Oracle contract is $300bn over five years. How does OpenAI afford this/Oracle pay its debts? https://t.co/KyKLifHKv9
— Ed Zitron (@edzitron) February 2, 2026