Oracle’s astonishing $300bn OpenAI deal is now valued at minus $74bn

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Oracle's $300 billion deal with OpenAI has taken a significant turn, with its value now estimated at a loss of $74 billion, sparking concerns about the viability of the deal and the AI industry's circular economy.

Market Impact

Market impact analysis based on bearish sentiment with 64% confidence.

Sentiment
Bearish
AI Confidence
64%

Article Context

Note: This is a brief excerpt for context. Click below to read the full article on the original source.

And suddenly, there may be a reverse Midas at the centre of AI’s circular economy

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Full article on Financial Times
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Original article published by Financial Times on November 18, 2025.
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