Tools & Platforms

Oracle and OpenAI Forge Ahead with Stargate Deal Expansion!

Published

2 months ago

July 8, 2025

Mackenzie Ferguson

AI Powerhouse Collaboration Intensifies

Last updated:

Edited By

Mackenzie Ferguson

AI Tools Researcher & Implementation Consultant

Oracle and OpenAI have announced an expansion of their existing Stargate partnership, aimed at bolstering data center infrastructure in the U.S. This move signifies a deepening commitment to enhancing computing power and AI capabilities. The expanded deal will allow for a significant increase in server capacity, supporting OpenAI’s ambitious AI models and Oracle’s growing cloud services.

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Oracle and OpenAI Expand Stargate Deal

Oracle and OpenAI have recently intensified their collaboration, expanding the ambitious Stargate project to include even more U.S. data centers. This strategic partnership aims to enhance the digital infrastructure that supports OpenAI’s advanced AI capabilities. By leveraging Oracle’s extensive cloud services and expansive network, OpenAI plans to scale its operations, ensuring that its cutting-edge technologies are more robust and widely accessible. The goal is to meet the growing demand for AI solutions across various sectors, ranging from healthcare to finance. This development is poised to significantly impact the cloud computing landscape, promising to drive innovation and efficiency across industries .

The expansion of the Stargate deal between Oracle and OpenAI underscores the increasing importance of AI and machine learning technologies in contemporary business processes. As industries continue to evolve, the reliance on sophisticated data processing and AI-driven insights has never been more critical. Oracle’s robust infrastructure provides a reliable backbone for OpenAI’s needs, offering the scalability and security necessary for handling complex AI workloads. Stakeholders in both companies have expressed optimism, expecting enhanced innovation and development opportunities as a result of this expanded partnership .

Public reaction to the expanded Stargate deal has been largely positive, with many industry experts and commentators noting the potential for significant advancements in AI technology. With Oracle’s data centers providing the necessary infrastructure, OpenAI is poised to push the boundaries of what is possible in AI research and application development. This partnership not only signifies a technological evolution but also highlights the strategic shift towards cloud-based solutions in fostering AI innovation. As the deal further unfolds, both companies are expected to harness new opportunities, driving growth and potentially setting new standards in the tech industry .

New U.S. Data Centers Planned

The recent announcement of the expansion of the Stargate deal between Oracle and OpenAI marks a significant development in the tech industry, as it involves the planning and construction of new data centers across the United States. This initiative is aimed at bolstering the infrastructure capabilities required to support advanced AI operations and cloud services. As data consumption and the demand for real-time processing grow exponentially, such investments are crucial for maintaining the competitive edge of U.S.-based technology firms. In a move anticipated to have widespread socio-economic impacts, Oracle and OpenAI are set to facilitate enhanced data processing and artificial intelligence functionalities through this expanded partnership. Read more about how these new data centers are expected to shape the future of digital infrastructure in the country.

As the tech titans Oracle and OpenAI collaborate to expand their foothold through additional data centers, several related events have catalyzed this decision. The increasing reliance on cloud computing and artificial intelligence has put immense pressure on existing infrastructure, necessitating new developments to accommodate burgeoning technological demands. Additionally, the strategic placement of these data centers is likely to spur local economies, create jobs, and improve network speed and reliability for both businesses and consumers. Industry experts believe that this move could set a precedent for other companies, encouraging further investments in data infrastructure and innovation within the United States.

Public reaction to the announcement of new data centers has been overwhelmingly positive, with many seeing it as a step forward in enhancing America’s tech industry capabilities. The deal, however, has sparked discussions about the environmental implications of such large-scale operations. Constructing and maintaining data centers pose significant energy demands, raising concerns about sustainability. Nevertheless, both Oracle and OpenAI have expressed commitments to integrating eco-friendly practices and renewable energy sources into their new facilities, aiming to minimize the ecological footprint. According to stakeholders, these measures reflect a future-oriented approach that balances technological advancement with environmental responsibility. Learn more about these green commitments.

Impacts on Cloud Infrastructure

As cloud technology continues to evolve, the expansion of data infrastructure remains pivotal to supporting the growing demands for computing power and storage. The recent deal between Oracle and OpenAI, as outlined in their expanded Stargate deal, underscores a significant impact on cloud infrastructure in the United States. This partnership aims to enhance the scalability and efficiency of cloud services, addressing the increasing needs for robust data processing capabilities.

Leveraging Oracle’s expertise in cloud solutions, the collaboration with OpenAI reinforces the trend of integrating advanced AI technologies with cloud infrastructure. By expanding data centers, Oracle and OpenAI can provide improved access to cutting-edge AI models, ensuring that businesses can operate more intelligently and efficiently. The Oracle-OpenAI partnership highlights how collaborations in tech can lead to advancements in infrastructure that are pivotal for sustaining innovation and competitiveness.

The impact of such expansions on cloud infrastructure extends beyond just hardware improvements. It involves a significant enhancement in data security, energy efficiency, and latency reduction, making cloud services more reliable and cost-effective. The new data centers resulting from the Oracle-OpenAI deal are expected to lead to economic growth within local communities through job creation and increased technological investments.

Moreover, the strategic location of these new data centers can significantly reduce network latencies and enhance the quality of service for end-users across the nation. By situating data centers closer to where data is generated and utilized, Oracle and OpenAI are poised to create more resilient and responsive cloud environments. The ongoing collaboration highlights a pivotal shift towards more localized cloud solutions, catering specifically to regional demands and constraints.

Stakeholder Perspectives

Understanding stakeholder perspectives is crucial in comprehending the broader implications of any strategic partnership, such as the recent expansion of the Stargate deal between Oracle and OpenAI. This expansion includes more U.S. data centers, highlighting a significant commitment to advancing technological infrastructure. Stakeholders from various sectors, including technology, business, and government, have weighed in, reflecting diverse opinions. The collaboration is seen by many as a positive step towards enhancing data processing capabilities and fostering innovation. However, some stakeholders express concerns regarding data privacy and the environmental impact of increased data center operations, sparking a debate on the balance between technological progress and ethical considerations.

The technology sector views the Oracle and OpenAI partnership as a pivotal move in strengthening U.S. leadership in AI and cloud services. This expansion is expected to enhance computational power and data storage capabilities, making it a strategic advantage in the ever-evolving competitive landscape. Insights from experts within the field indicate that this could lead to more robust AI applications and innovative solutions across various industries. Yet, there are calls for vigilance, especially around the implementation of ethical AI practices and responsibility towards consumer data protection, aligning with global standards to ensure sustainable and fair technology growth.

Public reaction has been a mixed bag, with some applauding the potential growth in jobs and economic benefits from the establishment of new data centers. These developments promise to revitalize local economies and provide significant employment opportunities, reflecting a sense of optimism about future prospects. On the other hand, there are concerns about the carbon footprint associated with data centers and calls for policies that prioritize renewable energy sources. Overall, there is a general consensus that while the immediate benefits are evident, long-term strategies need to account for environmental sustainability, ensuring that technological advancement does not come at the expense of the planet’s health.

Public Reaction to the Expansion

The expansion deal between Oracle and OpenAI to establish more data centers across the United States has elicited a range of reactions from the public. Many individuals have expressed optimism about the job opportunities that the deal is expected to create, particularly in regions traditionally lacking in technological infrastructure. This optimism is further fueled by the promise of enhancing America’s technological capabilities, positioning it as a leader in global AI development. More details on this development can be found in the full report on PoliticoPRO.

Conversely, there are those who have voiced concerns regarding the environmental impact of such technological expansions. Critics highlight the substantial energy consumption associated with operating large-scale data centers, urging companies to commit to sustainable practices. This controversial issue has sparked debates on the balance between technological advancement and environmental stewardship. Additional insights and public opinions are available in the comprehensive PoliticoPRO article.

In social media circles, discussions about the deal have been vibrant, with many internet users debating the potential societal changes that increased data center infrastructure might bring. While some anticipate positive transformations in digital communication and information accessibility, others worry about privacy concerns and the monopolization of technological power by large corporations. These concerns reflect broader public apprehensions about the future role of AI in daily life. For a deeper exploration of these issues, the original article provides an extensive analysis.

Potential Future Developments

The collaboration between Oracle and OpenAI marks a significant push towards expanding data infrastructure, particularly through the Stargate project. As reported by industry insiders, this expansion involves setting up a series of new data centers across the United States, a move designed to enhance computational capabilities and support escalating demands for AI-driven technologies. By fortifying the digital backbone, Oracle aims to solidify its position in the AI field, offering greater capacity for data processing and storage, which is essential to accommodate future technological advancements ().

As both companies strive to elevate the standards for artificial intelligence applications, this partnership will likely drive innovation in AI research and development. The new data centers will not only enhance the speed and efficiency of AI computations but also provide a sandbox for developing cutting-edge AI solutions that could be pivotal for various industries. These advancements could range from revolutionizing sectors like healthcare and finance to pioneering novel AI applications that are yet to be imagined ().

Moreover, this development is expected to have profound implications on public perception and regulatory landscapes. As the data capabilities of AI companies grow, so will the scrutiny over data privacy and security measures. Ensuring robust security frameworks will be paramount in maintaining public trust and adhering to evolving regulations. Additionally, this expansion could lead to increased innovation in tackling ethical AI issues, indicating a future where AI not only grows in power but also in responsibility ().

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Tools & Platforms

Pack lands €3.5M to scale AI for workforce development

Published

17 minutes ago

September 16, 2025

Tamara Djurickovic

Italian startup Pack
has closed a €3.5 million funding round to strengthen its product, add new
AI-driven features, and expand its team.

The round was led by Rialto VC, the Italian venture capital fund which combines
strategic expertise in corporate governance, digital innovation, and scaling
technology companies. The round
was also supported by the team led by Giulia Bianchi Frangipane of Bonelli
Erede, with senior associate Enrico Goitre assisting Pack in the legal
structuring of the transaction.

Pack
is an HR tech startup that helps companies develop and enhance human capital
through its all-in-one platform. Founded in 2022 by Pietro Maria Picogna and
Giacomo Gentili, it already partners with more than 80 multinationals.

Pack
was created to address the growing complexity of people development by mapping
skills, fostering agile and aware teams, and preparing organisations for future
challenges. Its platform integrates skill mapping, digital assessments, and
personalized growth paths, including coaching, mentoring, and targeted training,
supported by an AI-driven monitoring system that continuously measures progress
and business impact.

Its
mission is to empower organizations to grow by building more agile, aware, and
future-ready teams.

Giacomo Gentili, Pack’s co-founder, noted that
companies everywhere are confronting, or soon will confront, the complex
challenge of managing human capital, and what they need is not just a supplier
but a genuine partner to support them through this transformation.

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Tools & Platforms

Impact of AI on Global Video Streaming Market

Published

36 minutes ago

September 16, 2025

The Editors

In the modern era, the global video streaming market is fundamentally reshaping the entertainment landscape, driven by the dual forces of digitalization and the escalating demand for on-demand content. Artificial intelligence (AI) also serves as a pivotal catalyst for this growth, enabling the personalization of user experiences through tailored recommendations, improved content discovery, and enhanced audience engagement. Beyond enriching the user experience, AI technology contributes significantly to the operational efficiency and profitability of streaming platforms. By optimizing streaming quality, automating content moderation, and facilitating targeted advertising, AI empowers platforms to achieve greater business outcomes. The market’s robust growth is evidenced by its valuation of USD 104.8 Billion in 2024, with projections from the IMARC Group indicating a compound annual growth rate (CAGR) of 18.66% from 2025 to 2033, ultimately reaching an estimated USD 411.7 Billion by 2033.

The Stream Supreme: How Video is Taking Over Entertainment

Always On: Instant Access Becomes the Norm

The swift rise of smartphones, smart TVs, and dependable high-speed internet is greatly enhancing access to video streaming services, allowing viewers to experience uninterrupted, on-demand entertainment whenever and wherever they choose. This trend is supported by the International Telecommunication Union’s projection that approximately 5.5 billion individuals, making up 68 percent of the global population, accessed the internet in 2024, underscoring the massive potential for streaming services globally.

The Binge Effect: From Schedules to Sessions

Viewer preferences are shifting toward flexible, on-demand streaming, with traditional broadcast schedules giving way to binge-watching culture supported by expansive content libraries and full-season releases. Reflecting this trend, in 2025, NASA+ expanded its offerings with a FAST channel on Prime Video, delivering on-demand content on space exploration, aeronautics, and science. Accessible across major platforms, it underscores growing demand for digital video services.

Smart Streams: AI Knows What You’ll Watch Next

AI is crucial in influencing user experiences by providing customized suggestions and specific content exploration. Streaming services utilize AI-powered insights to comprehend audience behavior, improve engagement, and optimize user satisfaction, which, in turn, cultivates loyalty and promotes ongoing growth.

Originals Rule: Exclusivity Wins the Crowd

OTT service providers are increasingly focusing on original programming and exclusive content rights to strengthen their market position in a highly competitive environment. In 2025, Dish TV launched FLIQS within its Watcho app at WAVES 2025, offering films, web series, and short-form videos. With AI-powered recommendations, affordable pricing, and monetization opportunities for creators, FLIQS exemplifies how exclusivity enhances brand value and attracts diverse audiences.

Streaming Hotspots Around the Globe:

Where Streaming Rules: North America’s Power Players

North America leads the video streaming industry, accounting for 31.8% market share, bolstered by the significant presence of key players such as Netflix, Amazon Prime Video, and Disney+. Amid this established leadership, new entrants are introducing innovative and cost-effective services to capture price-sensitive audiences, highlighting the region’s competitive and diverse streaming landscape. For instance, in 2025, Roku launched Howdy in the United States, a new, ad-free streaming service priced at just $2.99/month, offering a library of thousands of titles, including classics like Back to the Future and Mad Max: Fury Road. Initially available only on Roku devices, the service aims to complement more expensive streaming platforms with its budget-friendly, commercial-free content. Roku’s CEO Anthony Wood emphasized Howdy’s focus on library content to appeal to cost-conscious viewers. Besides this, the region benefits from sophisticated digital infrastructure, extensive broadband coverage, and considerable investments in quality content, which together foster robust user engagement and continued dominance in the streaming sector.

Local Stories Power the Rise of Asia Pacific Streaming

The Asia-Pacific region is the fastest-expanding video streaming market, driven by the growing smartphone adoption, cost-effective mobile internet, and a heightened demand for localized content in India, China, and Southeast Asia. The increasing number of young digital users and rising investments in original content are further fueling adoption, establishing the region as a key contributor to future industry expansion. This rapid regional growth is encouraging global players to adopt differentiated strategies, with companies tailoring their offerings to meet the diverse user preferences and viewing habits across Asia-Pacific markets. For example, in 2025, Amazon revealed its two-platform strategy in India, using Prime Video for subscription-ready users and Amazon MX Player for mobile-first, ad-supported viewers. The approach aims to cater to India’s diverse streaming market, with Prime Video focusing on premium content and MX Player targeting traditional TV viewers transitioning to digital.

From Bandwidth to Brilliance: Technology Shapes Streaming’s Future

Personalized Journeys Powered by AI: AI is reshaping personalized viewing by analyzing user behavior, preferences, and engagement patterns to deliver tailored recommendations. This enhances satisfaction, simplifies content discovery, and helps streaming platforms boost engagement, build loyalty, and strengthen competitiveness in the fast-growing industry. This growing reliance on AI for personalization is also driving investments in creative platforms that push beyond recommendations, enabling users to actively shape and interact with the content they view. In 2025, Amazon’s Alexa Fund backed Fable’s “Showrunner,” an AI-powered platform that lets users create and engage with animated TV content. By merging AI and user creativity, it emphasizes episodic storytelling, offering highly personalized and interactive entertainment experiences.

From Patterns to Predictions, Machine Learning Guides the Stream: Machine learning (ML) is crucial in influencing the video streaming landscape by enhancing content indexing, driving recommendation systems, and facilitating predictive analytics that improve audience interaction. These features enhance user navigation, predict viewing habits, and deliver tailored experiences that engage audiences with platforms for extended periods. Utilizing ML-powered insights, streaming platforms can improve user retention, optimize content strategies, and maximize revenue opportunities. This integration enhances the overall user experience while giving platforms a substantial competitive edge, strengthening their stance in a growing and dynamic market.

Cloud-Driven Technology: Cloud-based infrastructure is reshaping video streaming by delivering scalability, reliability, and worldwide accessibility. Real-time adaptive bitrate technology ensures seamless playback, reducing buffering and adjusting quality to network conditions. The growing adoption of cloud-based technologies is further reflected in new innovations, with companies developing specialized platforms that harness cloud and AI capabilities to enhance media creation, management, and streaming efficiency on a global scale. For instance, in 2025, Yotta Data Services introduced Urja and Sudarshan, India’s first cloud-native media platforms. Urja delivers Renderfarm-as-a-Service for VFX and animation, while Sudarshan enables asset management and online video streaming, both leveraging Yotta’s hyperscale cloud for AI-driven, high-performance, low-latency workflows.

Smaller Streams Bigger Possibilities: AI is increasingly utilized in video compression to enhance bandwidth efficiency while maintaining quality, facilitating quicker content delivery, smoother streaming, and lowering costs by reducing data loads. This is especially crucial in areas with restricted network capacity, enhancing accessibility and promoting worldwide streaming growth. Reflecting this trend, Beamr Imaging presented its AI-based video compression technology at NVIDIA’s GTC 2025, where CEO Sharon Carmel highlighted how GPU-accelerated processes can enhance video quality, boost searchability, and enhance monetization. Beamr’s innovations showcase how AI-driven compression is transforming video distribution, enhancing streaming efficiency and scalability for providers globally.

Behind the Screen: The Segments Defining Streaming Trends

Decoding the Market by Component: Solution (IPTV, Over-the-top, and Pay TV) lead the market with 44.1%, as they form the core delivery platforms for streaming services. Users benefit from flexible access, high-quality viewing, and a wide range of on-demand entertainment options.

Unpacking Growth by Streaming Type: Live/linear video streaming represent the largest segment, accounting 62.5% because it delivers real-time access to sports, news, and events, attracting large audiences. Viewers benefit from immediacy, shared experiences, and high engagement that enhance the overall streaming experience.

Monetization at the Core – Analysis by Revenue Model: Subscription holds the biggest market share with 45.6% accredited to its ability to ensure steady recurring revenue for providers and offer viewers unlimited access to vast content libraries. Subscribers benefit from affordability, convenience, and seamless access to diverse entertainment options.

Who’s Watching – Analysis by End User: Personal dominates the market with 50.8% owing to the growing preference for on-demand, customized content accessible across devices. This segment benefits from greater convenience, flexibility, and tailored viewing experiences that enhance overall user satisfaction.

New Trends: AI-Localization and Interactive Content

Major streaming platforms are leveraging AI to provide automated dubbing and subtitling, enabling faster, more cost-effective localization of content. This advancement enhances accessibility and allows platforms to reach wider global audiences with greater ease. In line with this, in 2025, Amazon Prime Video launched AI-powered dubbing for select titles, initially in English and Latin American Spanish. The feature, available for 12 titles, blends human expertise with AI to improve quality and make content more accessible globally. Amazon plans to expand this feature to more languages and titles in the future.

Streaming platforms are embracing interactive, AI-personalized experiences to deliver customized storytelling and deeper audience engagement. Alongside this, investments in AI-driven tools for trailers, thumbnails, and scripts are streamlining content creation and enhancing the appeal of offerings across diverse viewer segments.

Streaming services are introducing interactive formats and AI-personalized experiences that adapt content to individual viewer preferences. These innovations boost engagement by offering tailored storytelling and greater control over how audiences view entertainment. In June 2025, Netflix introduced patents for AI-powered personalized trailers and interactive content, tailoring previews to user preferences and exploring “choose-your-own-adventure” shows. By leveraging machine learning, the platform aims to enhance storytelling, boost engagement, and deliver more customized viewing experiences. Such advancements highlight how leading platforms are increasingly turning to AI not only to personalize viewing but also to experiment with new, interactive storytelling formats.

Giants at Play: Who’s Steering the Industry

Major participants in the video streaming industry are concentrating on improving user interaction, streamlining content distribution, and broadening revenue sources via strategic actions. They are making substantial investments in cutting-edge technologies like AI, ML, and cloud infrastructure to enhance recommendation systems, streaming quality, and scalability. There is a focus on broadening worldwide reach through entering new markets, establishing strategic partnerships, and obtaining distribution agreements. Leading companies are also introducing tiered subscription models with differentiated access to live events and enhanced features. They are focusing on personalization and interactive viewing options to strengthen user engagement and retention. For instance, in 2025, ESPN launched a new streaming service, allowing viewers to subscribe directly to its 12 linear networks. The service offers two plans: ESPN Unlimited ($29.99/month) with access to over 47,000 live events, and ESPN Select ($11.99/month) with 32,000 events. The app also introduced new features like personalized video feeds and a Multiview option for simultaneous game viewing.

The IMARC Roadmap: What’s Next in the Streamverse

IMARC Group equips stakeholders across media, technology, and entertainment with the intelligence needed to thrive in the fast-moving and competitive video streaming sector. Our services help clients capture emerging opportunities, manage risks, and drive innovation in streaming platforms and services through:

Market Insights: Analyze worldwide and regional trends shaping the streaming industry, with focus on subscription and ad-supported models, personalized recommendations, cloud-based delivery, and the rise of interactive and live streaming formats. Special attention is given to high-growth segments like original content, gaming integration, and sports streaming.

Strategic Forecasting: Project future advancements in streaming technology, including improvements in content delivery networks (CDNs), AI-powered recommendation engines, and video compression standards, while assessing shifting user behaviors across devices, demographics, and geographies.

Competitive Intelligence: Track strategies and innovations of leading global players, including content acquisition, regional expansion, partnerships with telecom operators, and the rise of niche streaming platforms targeting specialized audiences.

Policy and Regulatory Analysis: Assess regulatory frameworks across key regions, such as content quotas, data protection laws, licensing requirements, and their influence on cross-border streaming, compliance, and long-term market growth.

Tailored Consulting Solutions: Provide customized consulting services, from market feasibility studies to go-to-market strategies, helping companies navigate the rapidly expanding video streaming market and achieve sustained growth.