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![schoudhury1991 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::2907380436.png) giddy up [@schoudhury1991](/creator/twitter/schoudhury1991) on x XXX followers
Created: 2025-07-20 18:32:21 UTC

1/ The global AI and semiconductor race just went nuclear. Oracle is quietly winning the 'Neocloud' market with key AI partnerships (OpenAI, ByteDance), while Meta and others spend billions—AI capex hit $60–65B at Meta in 2025 alone!


XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947001649261900203/c:line.svg)

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[Post Link](https://x.com/schoudhury1991/status/1947001649261900203)