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![FransBakker9812 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1732263448640413696.png) Frans Bakker [@FransBakker9812](/creator/twitter/FransBakker9812) on x 7286 followers
Created: 2025-07-22 13:07:33 UTC

Stargate advances with XXX GW partnership with Oracle

$ORCL and @OpenAI sign another 4.5GW of additional capacity.

As I have reported earlier this month:
Just a week ago, Oracle announced a $30B deal with a "mystery customer" "Oracle ( $ORCL ) signed a cloud services deal with an unnamed client expected to generate over $XX billion in annual revenue starting in fiscal year 2028."  

Summed up:
X. Oracle has a $30B "order" for 2028 (Since July 1st). X. Oracle only "builds" when they have "orders for their capacity". 
X. $30B could indicate 3.6GW of power needed.

We now know, that it's 4.5GW of power, even more than the original estimate of 3.6GW by me.

Remember how Larry Ellison said:
“The demand is astronomical… People are calling up and asking us, 'Please, can you find us more capacity? We'll take it wherever. If it’s in Malaysia, we’ll take it.”

So did Malaysia get 4.5GW, or did Oracle finally convince Altman and Masayoshi Son to work with $IREN and $CIFR?

Is it just me, or does it strongly feel like a colocation deal looms on the horizon 🌄

![](https://pbs.twimg.com/media/GwdqoKQb0AAkbeS.png)

XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947644687478886605/c:line.svg)

**Related Topics**
[quarterly earnings](/topic/quarterly-earnings)
[$cifr](/topic/$cifr)
[$30b](/topic/$30b)
[open ai](/topic/open-ai)
[oracle](/topic/oracle)
[$orcl](/topic/$orcl)
[stocks technology](/topic/stocks-technology)
[$iren](/topic/$iren)

[Post Link](https://x.com/FransBakker9812/status/1947644687478886605)