In one of the largest cloud computing deals ever, OpenAI has contracted with Oracle for $300 billion in processing power over five years starting in 2027. Oracle has committed to 4.5 gigawatts of capacity. A typical nuclear plant caps at 1 gigawatt of output generated at any given instant. The deal involves risk for both companies. OpenAI’s annual revenue of about $10 billion is far short of the amount needed to cover this tab. Oracle’s exposure comes with depending on a small number of large customers for so much revenue and the expense of expanding infrastructure to fulfill the obligation. Read more

Publishers have been weathering a monetization crisis as AI encroaches on their original content. Automated licensing has become something of a lifeline. Really Simple Licensing (RSL) is an open, decentralized protocol from nonprofit rights organization RSL Collective, which is making it available free to websites that can use it to set licensing, usage and compensation terms for AI crawlers and agents. Based on the scalable Really Simple Syndication (RSS) framework, it works for digital content from web pages to books and videos, helping to thwart unauthorized scraping. Reddit, People, Yahoo and Ziff Davis are among those who have signed up. Read more

Amazon Ads and Netflix have partnered to provide advertisers direct access to Netflix’s premium ad inventory via Amazon DSP. Beginning in Q4, marketers using Amazon DSP in the U.S., UK, France, Spain, Mexico, Canada, Japan, Brazil, Italy, Germany and Australia, will be able to purchase programmatic ad inventory from Netflix using the e-retailer’s demand-side platform. In June, Amazon and Disney did a similar deal and Netflix partnered with Yahoo DSP. Netflix has expanded outreach to Madison Avenue through its own internal ad-tech platform, now in 12 markets, including South Korea in addition to those mentioned above. Read more

AI infrastructure company Nebius Group NV has entered into a $17.4 billion deal to provide dedicated compute power to Microsoft from a new data center in Vineland, New Jersey. The five-year agreement could be worth up to $19.4 billion with additional capacity and services. The news sent Nebius shares surging by 49 percent on the Nasdaq composite, underscoring how the rapidly growing demand for AI support can influence the fate of companies. The deal added $1 billion to the value of Nebius founder Arkady Volozh’s stake. The Russian expatriate founded that country’s equivalent of Google. Read more

Nvidia has designed a new class of GPU for massive-context inference, the Rubin CPX, due in late 2026. Purpose-built to speed the million-token applications used to generate video and create software, the Rubin CPX functions as a specialty accelerator, working in concert with Nvidia Vera CPUs and Rubin GPUs packaged inside the upcoming Vera Rubin NVL144 CPX rack platform. “The Vera Rubin platform will mark another leap in the frontier of AI computing,” revolutionizing massive-context AI just as RTX did graphics and physical AI, said Nvidia CEO Jensen Huang. Read more