Cloud Mega-Deal
According to Reuters, “OpenAI, Oracle sign $300 billion computing deal, WSJ reports”, the reported agreement would commit vast cloud COMPUTE to OpenAI over multiple years and could reshape who supplies the infrastructure for large AI models, altering market dynamics for cloud providers and chip makers. ([reuters.com](https://www.reuters.com/technology/openai-oracle-sign-300-billion-computing-deal-wsj-reports-2025-09-10/?utm_source=openai)) [Reuters](https://www.reuters.com/technology/openai-oracle-sign-300-billion-computing-deal-wsj-reports-2025-09-10/)
Regulatory Sandbox
According to Reuters, “US Senator Cruz proposes AI ‘sandbox’ to ease regulations on tech companies”, the bill would allow firms to seek temporary exemptions from federal rules, intensifying debate over AI safety versus innovation as lawmakers, advocates and industry weigh trade-offs in framing oversight. ([reuters.com](https://www.reuters.com/legal/litigation/us-senator-cruz-proposes-ai-sandbox-ease-regulations-tech-companies-2025-09-10/)) [Reuters](https://www.reuters.com/legal/litigation/us-senator-cruz-proposes-ai-sandbox-ease-regulations-tech-companies-2025-09-10/)
Startups and Valuations
According to Reuters, “Perplexity finalizes $20 billion valuation round, the Information reports”, the AI search startup’s $20B VALUATION signals strong investor appetite in generative search and raises competitive pressure on established cloud and search incumbents as funding flows into AI-first companies. ([reuters.com](https://www.reuters.com/technology/perplexity-finalizes-20-billion-valuation-round-information-reports-2025-09-10/?utm_source=openai)) [Reuters](https://www.reuters.com/technology/perplexity-finalizes-20-billion-valuation-round-information-reports-2025-09-10/)
Oracle AI surge – According to The Wall Street Journal, “Oracle Surge Lifts S&P 500 to New Record” after Oracle disclosed multibillion-dollar AI cloud deals, including a reported $300 billion OpenAI agreement, sending shares sharply higher and powering the S&P to fresh highs. [The Wall Street Journal](https://www.wsj.com/finance/stocks/global-stocks-markets-dow-news-09-10-2025-e7ad8639)
Inflation lifts rate-cut bets – According to Reuters, “S&P 500, Nasdaq hit record highs after inflation data boosts rate-cut bets; Oracle jumps” as softer producer-price and inflation readings raised expectations of Federal Reserve rate cuts, fueling broad equity gains and tech-led rallies. [Reuters](https://www.reuters.com/business/sp-500-nasdaq-hit-record-highs-after-inflation-data-boosts-rate-cut-bets-oracle-2025-09-10/)
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