A 2025 TD Cowen report ranked Oracle as the cloud provider securing the most U.S. data center capacity in the third fiscal quarter of 2025, followed by Google and Fluidstack, ahead of Meta, Amazon, CoreWeave, and Microsoft.
September 30, 2025
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Ranking of cloud and infrastructure providers by amount of U.S. data center capacity leased in Q3 2025.
OpenAI has established partnerships with Microsoft, Nvidia, AMD, CoreWeave, Oracle, and Broadcom.
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Partnerships between AI platform companies and major cloud, hardware, and enterprise vendors.