India, Sept. 17 -- This week, we are going to have a conversation about OpenAI's big deal with Oracle, what it means for their existing alignment with Microsoft, and why xAI has let go of an entire team of "generalist AI tutors".

Hold onto your GPUs, folks! OpenAI just signed a $300 billion, five-year deal with Oracle for computing power, for OpenAI's AI infrastructure beginning in 2027. Oracle stock went soaring (but have stabilised since). Honestly, it's the kind of number that makes you wonder if someone accidentally added an extra zero. But nope, this is real, and it's part of the ambitious $500 billion Project Stargate infrastructure push. Here's what's wild: this deal sets the foundation to develop 4.5 gigawatts of U.S. data center...