Overview

• Reuters and Bloomberg report that Oracle is negotiating a multiyear agreement worth about $20 billion to furnish Meta with AI computing capacity.
• The proposed capacity would support training and deploying Meta’s models alongside its existing cloud providers, according to people familiar with the talks.
• Neither company has confirmed the negotiations, and both declined or did not respond to requests for comment.
• Sources say the agreement remains under negotiation and the final value and terms could change.
• The potential pact would add to Oracle’s recent surge of large AI cloud arrangements, including a widely reported OpenAI deal and other multi‑billion‑dollar contracts.