Oracle’s media investments illustrate how AI leaders are vertically integrating to control both compute supply and demand

Imagine this: Oracle’s Larry Ellison invests in Paramount Pictures and courts TikTok. At first glance, it looks like a billionaire hobby. Once aligned with Oracle’s multibillion-dollar AI infrastructure ambitions, however, the strategy looks like a deliberate attempt to generate demand vertically.

Oracle is building massive AI data centers with budgets rumored to exceed $100 billion.

Media production and social platforms such as TikTok are compute-hungry and data-rich. They generate continual, high-volume workloads.

Ellison is therefore not just buying content. He is engineering demand for his own infrastructure.

By controlling both the supply of compute and the de

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