Oracle jumps +36% in a day after winning $300B OpenAI contract
Oracle's OCI division reported a stunning +359% revenue bookings growth to $455B with cloud revenue guidance of $144B by 2030, driven significantly by a large deal with OpenAI amid tensions with Microsoft. On AI infrastructure, Moonshot AI released Kimi’s checkpoint-engine, enabling rapid weight updates on 1T-parameter models across thousands of GPUs, integrating with vLLM. RLFactory introduced a plug-and-play reinforcement learning framework for tool-using agents, showing smaller models outperforming larger ones. TRL v0.23 added context parallelism for long-context training. Thinking Machines Lab published research on deterministic inference pipelines, making vLLM deterministic for Qwen models. Meta launched BackendBench, a PyTorch benchmarking tool.