This week, OpenAI and Oracle shocked the markets with a surprise $300 billion, five-year agreement, part of a surge of new business that sent the cloud provider’s stock skyrocketing. But maybe the markets shouldn’t have been taken by surprise. The deal is a reminder that, despite Oracle’s legacy status, the company still plays a major role in AI infrastructure.On the OpenAI side, the agreement was more revealing than the lack of details suggest. For one, the startup’s willingness to pay so much for compute ...