HOW ORACLE IS WINNING THE AI COMPUTE MARKET

Summary from the TLDR AI newsletter

Oracle has quietly become a key player in the AI compute race, largely due to the success of its partnership with ByteDance. The two companies poured billions into data centers in Singapore and Malaysia, which is now the world's second-largest AI hub. The company was the single largest lessor of datacenter capacity in the US from late 2023 to early 2025, securing over $130 billion in contracts expected over the next 12 months, including Stargate deals.