Скачать или смотреть This Wasn’t Random: The 7 Signals That Predicted AI’s Biggest Alliance

When the market celebrated Larry Ellison’s rise to the top of the billionaire ranks, few noticed what truly changed: the architecture of AI infrastructure itself.

The Oracle–OpenAI partnership, reportedly worth over $300 billion in compute commitments, is not just a business deal—it’s a strategic realignment that reshapes how every major AI player sources, scales, and serves compute. Meta, Amazon, Google, xAI, Anthropic, Microsoft—all of them now face a different competitive landscape than they did just a week ago.

What looks like sudden news was actually years in the making.

This video breaks down seven signals that pointed to a deal of this magnitude:

1. CapEx morphing — Oracle repositioned itself systematically for exactly this moment
2. Leadership signaling — Oracle explicitly stated demand far exceeded supply
3. Early wins — The AI compute backlog had been growing for quarters
4. Inference is Compute Intensive — Compute needed for AI usage dwarfs training requirements (Jensen Huang made this clear)
5. Stargate was real — $500 billion wasn't just a press release—shovels hit ground in Texas
6. OpenAI's war chest — Sam Altman's obsession with compute met abundant capital access
7. Larry Ellison — Never count out a strategic mastermind who refuses to stay on the sidelines


CHAPTERS
0:00 - The Chess Move That Changed Everything
0:43 - Seven Reasons This Was Predictable
1:00 - Why Every Investor Should Pay Attention
1:23 - How The Board Just Changed For Everyone
1:27 - Reason #1: Oracle's CapEx Transformation
1:57 - Reason #2: Leadership Signaled Demand Outpaced Supply
2:26 - Reason #3: The Growing AI Compute Backlog
2:44 - Reason #4: Inference Compute Dwarfs Training
3:18 - The Agentic AI Wave Requires Massive Energy
3:58 - Reason #5: Stargate Wasn't Theater—It Was Real
5:07 - Reason #6: OpenAI's Insatiable Compute Appetite
5:40 - OpenAI's Strategic Advantage Widens
6:09 - Reason #7: Never Count Out Larry Ellison
6:27 - Oracle's Valuation at Dot-Com Levels
6:44 - Why This Time Is Different For Oracle


DISCLAIMER
This video represents my personal analysis and opinion. It is not financial advice. My firm, Pragmatic Capital, may hold long or short positions in the securities discussed. Please do your own research before making investment decisions. Past performance does not guarantee future results.