According to @LexSokolin, Oracle announced a $300B OpenAI deal in September and is targeting $166B in cloud revenue by 2030, with growth heavily reliant on OpenAI from 2027 onward (source: @LexSokolin on X, Dec 6, 2025). He also states Oracle plans capex swelling toward $80B per year by 2029 and expects net debt to roughly quadruple from 2021 levels, highlighting an aggressive, leveraged AI infrastructure build (source: @LexSokolin on X, Dec 6, 2025). For traders, key watchpoints are ORCL’s capex trajectory, leverage, and dependence on OpenAI workloads, which are core inputs for equity and credit repricing; crypto traders can use these AI-infrastructure milestones as macro sentiment inputs for AI-linked tokens when setting risk and catalyst calendars (analysis based on figures cited by @LexSokolin on X, Dec 6, 2025).