Oracle Just Redefined the Cloud

Hello Readers👀 

Curious about the biggest AI moves today? You’re in the right place. In today’s edition, we have:

🚀 Oracle Soars on $455B AI Deals and $300B OpenAI Pact

🎓 Create Personalized Learning Courses with Oboe

🚀 Mira Murati’s Startup Cracks AI Reproducibility

🔨Tools and Shifts you cannot miss

🚀 Oracle Soars on $455B AI Deals and $300B OpenAI Pact

Oracle’s stock exploded to record highs after announcing an unprecedented $455B AI infrastructure backlog, including a landmark $300B agreement with OpenAI. The surge not only reshaped the cloud market landscape but also made founder Larry Ellison the world’s richest person.

The Shift:

1️⃣ Historic Stock and Wealth Jump - Oracle shares leapt as much as 43%, its biggest one-day rise since 1992, closing at $328. Ellison’s fortune surged by more than $100B, surpassing Elon Musk’s net worth.

2️⃣ AI Contracts Redefine Cloud Growth - The company disclosed $455B in future AI infrastructure deals, with OpenAI alone contributing $300B for compute capacity starting in 2027. This backlog sets Oracle up for cloud revenue to skyrocket from $18B to $144B over five years.

3️⃣ Big Clients, Bigger Ambitions - Alongside OpenAI, Oracle’s AI cloud roster includes xAI, Meta, and the $500B Stargate project with SoftBank. These commitments lock in long-term demand, even as analysts caution about potential margin pressure from the heavy infrastructure push.

Oracle has pivoted from a late cloud entrant to an AI infrastructure powerhouse, securing long-term revenue and redefining competition in the cloud market. The deals positions Oracle as a central provider of AI compute capacity, proving that the “picks and shovels” of the AI boom can be as lucrative as the models themselves.

🎓 Create Personalized Learning Courses with Oboe

In this tutorial, you’ll learn how to use Oboe to instantly generate personalized learning courses on any topic, from behavioral economics to pastry ordering in French, using just a simple prompt.

Step-by-step:

• Go to oboe.fyi and sign up for free, your first 5 courses are on the house.

• Click “Create New Course” and type in what you want to learn (e.g. “How coffee prices are affected by global trade”). Oboe’s AI will generate a full course structure.

• Choose your preferred learning format: articles, podcasts, visual explainers, games, or quizzes. Mix and match for how your brain learns best.

• Start learning instantly, with lightweight, visual, and fast content tailored to you. Every action you take helps Oboe recommend even better topics next.

Pro Tip: Use Oboe when prepping for meetings, exploring rabbit-hole curiosities, or upskilling on new market trends. It’s like having a personalized teacher in your pocket.

🚀 Mira Murati’s Startup Cracks AI Reproducibility

Even at temperature 0, large language models still give different answers to the same question. Mira Murati’s $12B startup Thinky, with PyTorch engineer Horace He, uncovered the real reason and released a fix that makes outputs truly consistent and reliable.

The Shift:

1. Persistent Non-Determinism - LLMs remained unpredictable even with “greedy” sampling meant to lock outputs, frustrating researchers and companies needing repeatable results for critical work.

2. Old Hypotheses Debunked - Engineers long blamed GPU concurrency and floating-point math for randomness, but these factors don’t explain the run-to-run variations that kept showing up in tests.

3. Real Culprit: Batch Invariance - Horace He discovered that server load changes batch size during inference, altering results unexpectedly, like ordering the same coffee but getting a different taste when the café is crowded.

4. Open-Source Fix - Thinky released batch-invariant kernels, ensuring identical answers regardless of traffic or batch size, and shared the code openly so others can apply it immediately.

This breakthrough brings long-needed reliability to AI systems. By eliminating hidden randomness in model outputs, researchers can finally replicate experiments, companies can trust AI decisions in critical workflows, and training pipelines become cheaper and more predictable. True reproducibility unlocks consistent performance from labs to production.

🔨AI Tools for the Shift

🖼 NewPic.io – Go from raw photo to wow photo in a single click with AI magic.

🎥 Img2Video AI – Turn photos into realistic AI videos online for free, watermark-free and fast.

🧧 Ask Yi – Get I Ching readings with AI-assisted notes that map themes to your situation and provide clear reflections.

🎶 TextSong.net – Unlock musical creativity by turning your text into full AI-generated songs.

💹 Fefi – Your AI-powered financial dashboard for effortless insights and smart money tracking.

🚀Quick Shifts

📊  Senator Ted Cruz introduced a “sandbox” bill letting AI firms seek federal regulation exemptions for two-year periods, renewable up to 10 years, to spur U.S. innovation while still requiring safety and risk mitigation plans.

💰 Oracle co-founder Larry Ellison’s fortune surged to $393 billion, overtaking Elon Musk’s $385 billion after Oracle’s bullish cloud earnings forecast, making Ellison the world’s richest person according to the latest Bloomberg Billionaires Index.

🚀 Perplexity raised $200M at a $20B valuation, just two months after a $100M round, bringing total funding to $1.5B as its annual recurring revenue nears $200M, challenging Google’s search dominance.

🚀 Adobe’s AI Agent Orchestrator introduces six specialized agents, including Audience Agent and Journey Agent, to automate customer experience and marketing workflows.

🎤 ElevenLabs Voice Remixing now lets users adjust pitch, tone, and style for both preset and custom voices, enabling highly personalized audio creations and more creative control for podcasters, creators, and brands.

That’s all for today’s edition. See you tomorrow as we track down and get you all that matters in the daily AI Shift!

If you loved this edition, let us know how much:

Forward it to your pal to give them a daily dose of the shift so they can 👇