AI Data centers: Oracle, OpenAI, $30B/year

a really big deal for Oracle, and OpenAI
but who is paying this bill?

It certainly is not Microsoft.

OpenAI agreed to pay Oracle $30B a year for data center services | TechCrunch

"Oracle collectively sold $24.5 billion worth of cloud services in its fiscal 2025 to all customers combined,

OpenAI has now explained that this Oracle deal is for 4.5 gigawatts of capacity as part of Stargate, the $500 billion data-center-building project OpenAI, Oracle, and SoftBank announced in January. (Apparently, the $30 billion deal does not involve SoftBank.)

The WSJ reports 4.5 gigawatts is the equivalent of two Hoover Dams, enough power for about four million homes."

The news caused Oracle’s stock to hit an all-time high, making its founder and CTO, Larry Ellison, the second richest person in the world, according to Bloomberg.

Azure AI Foundry vs Azure OpenAI

Microsoft is expanding AI (LLMs) models offerings beyond OpenAI,
so a new service "Azure AI Foundry" is introduced, 
that includes Azure OpenAI, as well as some other, mostly open models.

Essentially, Microsoft's alternative for Amazon (AWS) Bedrock service.

Technically, "Azure AI Foundry" is renamed and extended "Azure AI Studio".

And yes, there is also "Google AI Studio". 

Yes, it is complicated and confusing, as usual.

One needs AI to use AI.

What is Azure AI Foundry? - Azure AI Foundry | Microsoft Learn

Azure AI Foundry is a comprehensive platform for developing and deploying AI solutions,
while Azure OpenAI Service provides access to OpenAI's powerful language models within the Azure ecosystem.

Azure AI Foundry builds upon Azure OpenAI, incorporating it and other models into a broader platform for AI development. Essentially, Azure OpenAI is a key component of Azure AI Foundry.

Azure Open AI Vs Azure AI Services Vs Azure AI Foundry | by Harisudhan.S | May, 2025 | Medium

https://ai.azure.com/resource/playground