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).

According to The Stock Sniper (@Ultra_Calls), missing the overnight hold on Oracle (ORCL) resulted in lost gains after a strong earnings report, underscoring the significant volatility and opportunity in post-earnings trading strategies (Source: Twitter). This event highlights the importance of timing in stock trades and may influence short-term risk sentiment in the crypto market, as traders react to cross-market volatility.