Quantum, Queries, & Cloud Contracts

📡 Radar

☁️ OpenAI + Oracle: $300B Compute Pact

OpenAI reportedly signed a $300 billion, five-year cloud compute agreement with Oracle, set to begin in 2027. This deal could be one of the largest in AI infrastructure history, signaling OpenAI’s move to diversify beyond Microsoft Azure. Oracle gets a massive backlog boost and scaled GPU capacity. If all holds, this cements Oracle as a core tenant behind OpenAI’s compute needs. Techcrunch

💡 PsiQuantum Raises $1B to Scale Light-Speed Computing

Photonics-based quantum computing startup PsiQuantum closed a $1 billion Series E round, valuing the company at $7 billion. Backers include BlackRock, Temasek, and Nvidia Ventures, underscoring investor confidence in its light-based quantum architecture. The funds will support multi-site build-outs, including new systems in Brisbane and Chicago. This capital injection elevates PsiQuantum’s position in the race for scalable, fault-tolerant quantum hardware. We’re actively working on access to this deal due to strong interest from the group. Reuters

📶 SpaceX Buys $17B in Spectrum for Starlink Phones

SpaceX agreed to pay $17 billion for AWS-4 and H-block spectrum licenses from EchoStar, with a mix of cash, stock, and interest coverage. The deal gives Starlink crucial bandwidth to deliver Direct to Cell service, allowing regular smartphones to connect directly to satellites without special hardware. EchoStar secures FCC clarity, while SpaceX clears a key hurdle toward global mobile coverage. This move accelerates Starlink’s push toward seamless connectivity everywhere, and we’ll be first in line for a Starlink phone when they launch. Reuters

🤖 Anduril to Redefine Mixed Reality for Defense

Anduril has been awarded a new contract to develop next-gen mixed reality systems for national security use cases. This deal taps into the company’s strength in building advanced hardware-software platforms for defense, including AR interfaces for troops and commanders. Mixed reality is increasingly a battlefield advantage, and Anduril’s work here signals its role as a key technologist in modernizing military operations. Expect this to accelerate adoption of immersive systems for strategic use. Anduril

🖥  Perplexity Hits $20B Valuation

Perplexity AI raised $200 million at a reported $20 billion valuation, just months after an $18 billion raise — cementing its trajectory as a leading AI-powered search engine. Its Comet AI browser and task automation features position Perplexity as a direct threat to Google’s search dominance. User growth and product innovation are powering strong investor momentum. This round reflects belief in Perplexity’s ability to redefine search and browser markets. Reuters

💬 Prompt

Where should we begin?

Explain how PsiQuantum’s photonic quantum computing works, how it’s different from other approaches, and why it matters to investors right now.

🙏🏻 No More Excuses for Violence

You are either completely opposed to murder, or there is no more room for you in public.