Why the Oracle-OpenAI deal caught Wall Street by surprise
## Oracle-OpenAI Deal: A Wall Street Shocker The Oracle-OpenAI partnership caught Wall Street off guard for several compelling reasons, primarily due to the established landscape of AI infrastructure. Firstly, **Microsoft’s seemingly exclusive hold** on OpenAI’s cloud computing needs through Azure was a long-standing, well-understood pillar of their strategic alliance. The idea of OpenAI diversifying its
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