According to @CNBC, Oracle's Magouyrk said OpenAI can "of course" pay $60 billion per year, highlighting the potential scale of AI infrastructure spending under discussion, source: CNBC. For traders, the remark flags sizable revenue optionality for Oracle Cloud and broader AI infrastructure suppliers, making ORCL and cloud compute peers sensitive to headline-driven order flow, source: CNBC. Crypto markets may experience a sentiment read-through into AI-linked narratives as investors track legacy AI capex headlines, with positioning likely to react to CNBC’s reporting cadence on large AI spend commitments, source: CNBC.