Oracle and Meta are in talks to finalize a multi-year cloud computing deal valued at around $20.000 billion , according to reports citing sources familiar with the process. The deal, still in the negotiation phase, would focus on strengthening Meta's artificial intelligence initiatives.
According to these sources, the agreement would see Oracle supply the necessary processing power to train and deploy AI models . The figures could increase, and some contractual details are still being finalized. Neither Meta nor Oracle immediately responded to requests for comment from Reuters.
What's on the table
The draft agreement outlines a multi-year commitment whereby Oracle would provide Meta with large-scale computing power to accelerate the development and deployment of its models. The priority is ensuring availability and performance for increasingly demanding AI projects.
The discussions include flexibility clauses: the total amount could increase if demand for resources grows, and the terms can be adjusted before a final agreement is signed. Ultimately, it's a framework adaptable to technical needs and product evolution.
Why it matters to Meta
Meta is seeking faster access to computing power to bolster its AI roadmap, which involves intensive training and large-scale deployments. Adding Oracle's resources would help alleviate bottlenecks and increase agility in experimentation and production cycles.
This potential infrastructure supply would complement the cloud providers that Meta already uses , offering redundancy, larger computing reserves, and alternatives to optimize costs and training times.
Status of talks
The parties are still negotiating, and for now, there is no final agreement . Sources consulted, who requested anonymity because the talks are private, insist that the terms could change before any formal agreement is reached.
When asked by agencies such as Reuters, the companies did not offer comments at the time of publication, a common practice when discussions are ongoing and subject to adjustments.
Potential impact on the AI ​​cloud
In terms of size and duration, the deal is shaping up to be one of the most significant in AI infrastructure services . If it goes through, it would strengthen Meta's strategy of scaling capabilities and, at the same time, solidify Oracle's position as a key provider of artificial intelligence workloads.
For the ecosystem, an agreement of this magnitude underscores the market trend: securing long-term computing capacity has become a critical factor in competing in the AI ​​race, with technical, economic, and availability implications.
Negotiations between Oracle and Meta point to a multi-million dollar commitment aimed at guaranteeing computing resources for AI for several years, with conditions still evolving and without official confirmation from the companies; if finalized, it would mark a milestone due to its size and the role it would play in accelerating artificial intelligence developments.
