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![Next100Baggers Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1760732748925263872.png) Next XXX Baggers [@Next100Baggers](/creator/twitter/Next100Baggers) on x 5865 followers
Created: 2025-07-22 18:56:32 UTC

Oracle’s $XX B/yr OpenAI deal (25 % of ORCL’s current revenue) instantly recasts it as a high margin AI infra partner rather than a legacy licensor. Meanwhile, Nvidia’s GPU fleet ramp from 230k => 550k units underpins a $10–15 B+ datacenter growth runway. 

Compute + infra = duopoly. 

$ORCL $NVDA


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947732513016946722/c:line.svg)

**Related Topics**
[nvda](/topic/nvda)
[gpu](/topic/gpu)
[infra](/topic/infra)
[coins ai](/topic/coins-ai)
[open ai](/topic/open-ai)
[coins oracle](/topic/coins-oracle)
[$orcl](/topic/$orcl)
[stocks technology](/topic/stocks-technology)

[Post Link](https://x.com/Next100Baggers/status/1947732513016946722)