💰 OpenAI just spent $300B... but not on NVIDIA

Today’s Highlights:

• ☁️ OpenAI’s $300B Compute Deal with Oracle

• 📄 Microsoft Brings Claude to Office 365 Apps

• 💼 Perplexity Raises $200M at $20B Valuation

• 🚀 Microsoft Strikes $17.4B AI Deal with Nebius

• 💰 Databricks Hits $100B Valuation with $1B Raise

• 🧠 Mira Murati’s New Lab Tackles AI Randomness

• 📂 Claude Can Now Create Real Files for You

• 🎵 Turn Text or Hums into Full Songs with Mureka

• 🛠️ AI Tool of the Day

• 📰 Latest AI + Tech Stories You Can’t Miss

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LATEST AI NEWS

OPENAI & ORACLE

☁️ OpenAI’s $300B Compute Deal with Oracle

OpenAI has reportedly signed a historic $300 billion deal with Oracle to secure cloud compute over the next five years, starting in 2027 — marking one of the biggest cloud contracts in tech history.

The Details:

• Reported by WSJ: $300B spend by OpenAI across Oracle infrastructure from 2027 to 2032

• Builds on OpenAI’s shift away from exclusive reliance on Microsoft Azure

• Linked to the Stargate Project: a $500B domestic data center push with Oracle and SoftBank

• OpenAI also signed a compute deal with Google earlier this year

• Oracle’s stock jumped post-earnings after revealing multiple multi-billion-dollar cloud contracts

Why it matters:

This isn’t just a contract — it’s a strategic rebalancing. OpenAI is diversifying its compute stack while ramping up to meet future demand. And Oracle, long considered a laggard in the cloud race, just landed one of AI’s biggest bets.

MICROSOFT & ANTHROPIC

📄 Microsoft Brings Claude to Office 365 Apps

Microsoft is no longer relying solely on OpenAI. It’s now integrating Anthropic’s Claude into Word, Excel, Outlook, and PowerPoint — marking a major shift in its AI stack.

The Details:

• Claude Sonnet 4 will power select Office features, praised for its design and layout skills

• Microsoft believes Claude outperforms GPT-4 in some tasks like slide creation

• Comes as Microsoft renegotiates its OpenAI deal post-structuring

• Microsoft now offers Claude, Grok, MAI-1, and GPT-4 in GitHub Copilot

• Both firms still claim to be committed to their partnership

Why it matters:

The AI alliance is evolving. Microsoft is hedging its bets across multiple partners, while OpenAI gears up for infrastructure independence. Claude’s inclusion in Office signals serious belief in Anthropic’s growing edge.

AI TOOL OF THE DAY

🛠️ PixVerse: Turn Images & Words into Viral AI Videos

PixVerse transforms your prompts, selfies, and photos into dynamic, eye-catching videos with a single click. The newest v4.5 model delivers smooth animation, lifelike effects, and trending templates that light up social media.

👉 Bring static visuals to life—try PixVerse today!

AI & TECH NEWS

💼 Perplexity Raises $200M at $20B Valuation

Perplexity has secured $200M in fresh funding, boosting its valuation to $20B—just two months after raising $100M at $18B. With ARR nearing $200M, the AI search rival to Google continues its rapid rise amid antitrust tensions and bold moves like its $34.5B Chrome offer.

📂 Claude Can Now Create Real Files for You

Claude now edits and builds files—Word docs, PDFs, slides, and spreadsheets—inside Claude.ai and its desktop app. Available to Max, Team, and Enterprise users, it turns prompts into working files, making AI feel more like a true assistant than ever.

🚀 Microsoft Strikes $17.4B AI Deal with Nebius

Dutch firm Nebius inked a $17.4B GPU deal with Microsoft—one of the biggest AI infra pacts ever. The five-year agreement, tied to its New Jersey data center, could hit $19.4B and fuels Nebius’ global AI cloud expansion.

💰 Databricks Hits $100B Valuation with $1B Raise

Databricks just raised $1B, pushing its value past $100B. With $4B in revenue—$1B from AI alone—it’s now one of the world’s top AI/data startups. Backers include a16z and Insight, as demand for AI software keeps surging.

⚠️ Anthropic Outage Disrupts Claude and APIs

Claude, Anthropic’s Console, and APIs briefly went down Wednesday, sparking user panic. The glitch, blamed on a short backend issue, adds to recent reliability concerns as Anthropic scales its AI services.

🧠 Mira Murati’s New Lab Tackles AI Randomness

Ex-OpenAI CTO Mira Murati’s $12B Thinking Machines Lab is working to make AI answers consistent by controlling GPU behavior. Their first product—coming soon—targets researchers and businesses needing repeatable, reliable AI output.

AI TUTORIAL

🎵 Turn Text or Hums into Full Songs with Mureka

Mureka.ai lets you create complete music tracks—vocals, instruments, and all—just by typing lyrics or uploading a melody. No music skills needed.

How to Use:

• Go to mureka.ai and sign up

• Choose how you want to start: text, melody, or reference

• Pick your genre, mood, and vocal style

• Hit “Create” and let the AI compose your song

• Download your track and use it freely—no copyright hassle

👉 Start your first track now at mureka.ai

TOP AI TOOLS

📝 PromptPal – Manage, organize & collaborate on AI prompts easily

📹 Tldv – AI meeting assistant for recording, notes & follow-ups

🎨 Designify – Transform ordinary photos into pro-quality designs with AI

🖼 Playground AI – Text-to-image model for creating visuals from prompts

🌐 Comet – Perplexity’s AI-first browser, free for students

💻 Warp Code – Warp’s advanced agent for code review & projects

📚 NotebookLM – Google’s AI research tool with new customization features

AI MEME OF THE DAY

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