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![LivyResearch Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1541770160763449344.png) Livy Research [@LivyResearch](/creator/twitter/LivyResearch) on x 1389 followers
Created: 2025-07-23 12:26:42 UTC

$ORCL and OpenAI to jointly develop 4.5GW additional US DC capacity on top of existing Abilene facility, totaling 2M+ chips; potentially overlooked $AMD tailwind given alignment w/ MI400/Helios GTM, which Sam Altman's openly endorsed

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

XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947996794593616247/c:line.svg)

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[advanced micro devices](/topic/advanced-micro-devices)

[Post Link](https://x.com/LivyResearch/status/1947996794593616247)