u/10nisne1

Alright.....I'm not saying it will happen, but wanted to get a discussion going for mostly entertainment.

I read an article where Zuckerberg was open to becoming a hyperscale cloud provider if they couldn't find use for all the AI compute resources they have or will be purchasing under their current $125-140 projected CAPEX spend (it was surreal listening to Zuckerberg open the ER call stating basically he has no concrete ideal if all the CAPEX spend will pay out).

I was thinking if Zuckerberg is serious, they should acquire Oracle for OCI. The acquisition would allow:

1. Some synergies to help reduce both CAPEX and OPEX spend (purchasing power, reduction of duplicate data centers, etc)
2. Provide Meta with already committed revenue opportunity under Oracle's current $600B+ RPO backlog.
3. Leverage OCI's existing template for integrating software services and orchestration on top of hardware and network.
4. Most importantly, Oracle already has relationships and access to all the major enterprise customers, which Meta does not have. This is one of the main reasons Microsoft was able to establish themselves as a major hyperscale cloud provider so quickly. They already had teams in place with all the enterprise accounts.

If Meta were to become a hyperscale cloud provider on it's own, my guess is it will take them at least a decade just to get the infrastructure, services and the teams in place. A decade is a long time in this day and age.

Again, I'm not saying nor seriously thinking this will happen for several reasons:

1. Regulatory approval would be difficult. Although, we know Larry's relationship status with Trump. Almost didn't want to mention this point as I don't want to get the topic sidetracked but it could be factor to consider.
2. Not sure Zuckerberg would be bold enough to make a play like this.
3. Not sure if Larry will be willing sell Oracle - his baby.

Having stated the above, what valuation or offer would Zuckerberg need to make on Oracle for Larry or the board to seriously consider?