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Invest Like the Best with Patrick O'Shaughnessy · Tuesday, July 28, 2026

Microsoft and Oracle Key Partners in OpenAI's Early Compute Acquisition

Sam Altman revealed that Microsoft was the first company to say 'yes' to OpenAI's ambitious compute acquisition strategy, followed by a significant 'yes' from Oracle for cloud services. He also highlighted Nvidia as a tremendous partner, enabling the expansion of AI infrastructure.

personSam AltmancompanyMicrosoftcompanyOraclecompanyNvidia

The tape

3 quotes
“Microsoft was the first yes.”
Sam Altman
“Oracle then became a very big yes on the cloud side.”
Sam Altman
“Nvidia has been a tremendous partner.”
Sam Altman
Heard on Invest Like the Best with Patrick O'Shaughnessy — “Sam Altman - How to Make an Abundant Future - [Invest Like the Best, EP.484]”, published Tuesday, July 28, 2026. Heardvine summarizes and quotes with attribution and timestamps, and links to the original everywhere.
Transcribed via Gemini audio transcription · $0.06