According to @StockMKTNewz, Microsoft (MSFT) said it plans to invest more than $30 billion in the United Kingdom over the next four years (source: @StockMKTNewz). This equates to an average of over $7.5 billion per year, framing a multi-year capex pace that traders can monitor for its impact on MSFT’s valuation narrative and guidance updates (source: @StockMKTNewz). The source offers no breakdown by project or timing beyond the four-year window, so follow-on disclosures will be key for assessing earnings cadence and regional growth impact (source: @StockMKTNewz). For crypto markets, the source includes no direct digital-asset references; any AI/cloud headline spillover to AI-linked tokens should be treated as sentiment-driven until specific infrastructure details are confirmed (source: @StockMKTNewz).

According to @DeepLearningAI, OpenAI plans a new build with Oracle that would add 4.5 gigawatts of data-center capacity as an outgrowth of the “Stargate” program (source: DeepLearning.AI tweet, Aug 28, 2025). The plan follows a 1.2-gigawatt site in Abilene, Texas (source: DeepLearning.AI tweet, Aug 28, 2025). The Wall Street Journal reported OpenAI will pay Oracle $30 billion annually for this buildout (source: The Wall Street Journal). For traders, the reported $30 billion annual payment indicates a potentially material expansion of Oracle’s cloud infrastructure revenues if executed (source: The Wall Street Journal). In Texas, large flexible loads such as crypto mining operate on the ERCOT grid, so additional AI data-center demand can influence regional power dynamics that also affect mining operations and related equities (source: ERCOT public statements on large flexible loads, 2023–2024).