Oracle has crushed it and is up about 26% in after hours. They are guiding that they will make huge profits from AI data centers. They have also somewhat quietly tripled their value over the last few years by becoming a major cloud player.
Other ways to ride the AI data center wave are Dell Computer and Coreweave.
Broadcom is just below Nvidia on AI chips.
There is no AI bubble and AI spending will triple over the next two years from $300 billion to a trillion per year.
Brian Wang is a Futurist Thought Leader and a popular Science blogger with 1 million readers per month. His blog Nextbigfuture.com is ranked #1 Science News Blog. It covers many disruptive technology and trends including Space, Robotics, Artificial Intelligence, Medicine, Anti-aging Biotechnology, and Nanotechnology.
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Oracle is in about 5th place, after AWS, Azure, Google, Aliyun. kind of in the same game as IBM cloud. They bet big on AI it seems.
Now talk about AI bets, Faceplant, er now Meta is building a data center in Graniteville SC. It’s under construction. Just this week, 30 miles away in Appling GA (right next to the Amazon distribution center), Columbia County approved another data center. Why two within 30 miles of each other? Why South Carolina and Georgia? I’m thinking water and cheap nuclear power (Dominion in SC, Georgia Power … think plant Vogel in Waynesboro .. in GA).
https://www.wrdw.com/2025/08/12/plans-appling-data-center-alarm-some-neighbors/
https://www.wfxg.com/community/meta-s-800-million-data-center-expected-to-transform-aiken-county-economy/article_f24164d4-3511-4cb5-a24c-6a18ce671cf0.html
Watch Meta for more data center moves.