OpenAI’s $300B power move

Good morning, AI enthusiasts. AI is back in build mode. This week, ex-Spotify founders re-enter the ring with a bold bet on AI-powered education. OpenAI locked in a $300 billion cloud deal, one of the biggest tech contracts in history. And Replit raised nine figures to push agentic coding mainstream. The next wave of AI is just getting bigger.

In today’s TLDR AI:

• Replit raises $250 million at a $3 billion valuation to scale its AI code platform

• OpenAI signs a $300 billion cloud computing deal with Oracle under “Project Stargate”

• Nebius proposes $2 billion in financing to enter the AI infrastructure arms race

• Oboe, built by Anchor founders, returns with a vision to reinvent learning with AI

LATEST DEVELOPMENTS

💻 Replit Raises $250 Million to Triple in Value

• TLDR: Replit secured $250 million in a new funding round that pushed its valuation to $3 billion, signaling strong momentum for AI coding tools.

• Their ARR jumped dramatically in the past year, with increasing demand from individual developers and teams alike.

• Investors include Google’s AI Futures Fund and other prominent VCs who see AI‑powered code platforms as essential infrastructure.

• Replit is not just expanding funding, it is adding tools like Agent 3 to test, fix, and automate workflows inside its platform.

• Why it matters: Coding used to mean IDE and manual work. With Replit pushing automation and collaboration, building software is becoming faster, more accessible, and increasingly creative.

☁️ OpenAI & Oracle Sign a $300 Billion Cloud Deal

• TLDR: OpenAI and Oracle agreed to a $300 billion computing power deal over five years under their Project Stargate partnership, aiming to meet massive AI workloads starting in 2027.

• The deal includes establishing data centers with combined power capacity in the gigawatt range to support training and deploying large models.

• OpenAI’s compute needs have ballooned, and this contract is key to ensuring supply amid hardware shortages.

• Oracle’s earnings, stock momentum, and infrastructure roadmap are getting a serious boost as it becomes central to AI’s backbone.

• Why it matters: This deal isn’t just about cloud; it’s about who owns the foundation of AI. Whoever controls compute, controls the scale of what AI can do next.

🏗 Nebius Bets Big on AI Infrastructure with $2 Billion Plan

• TLDR: Nebius filed for a private offering of around $2 billion in convertible senior notes to fund AI infrastructure development and data center expansion.

• The capital raise supports CapEx that includes global data center build‑outs, especially where existing infrastructure is weak or costly.

• Nebius is targeting emerging markets and regions that have lagged behind in cloud low-latency access.

• The risk is high: infrastructure is expensive to build and expensive to maintain, especially when power, networking, and regulatory costs fluctuate.

• Why it matters: AI doesn’t run in the cloud metaphorically, it needs real steel, wires, and power. Nebius’ move could shift market dynamics for who services cloud demand outside of the usual giants.

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🎓 Oboe Returns to Reinvent Learning with AI

• TLDR: The founders of Anchor, after selling to Spotify, are building Oboe—an AI‑powered educational platform that personalizes learning using audio, video, and interactive tools.

• Oboe differentiates itself by combining AI generated content with human curation and interactivity.

• The product vision includes adaptive curricula, faster feedback loops, and affordability in learning.

• Why it matters: Education is often last on the innovation list. With Oboe, it may be first: smarter tools for learning democratize who can access knowledge and skills.

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