From OpenAI’s $100 billion commitments to Oracle’s $15 billion bond sale, everyone’s still throwing billions at AI data centers in 2025. The race to secure infrastructure for artificial intelligence is intensifying, and the money pouring in shows no signs of slowing down.
On the latest episode of Equity, Anthony Ha and Max Zeff break down the AI infrastructure boom, the tech talent shuffle, and what these billion-dollar bets mean for the future.
Big Bets On AI Infrastructure
The AI gold rush isn’t just hype—it’s backed by unprecedented funding.
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Nvidia invested $500 million into U.K. self-driving startup Wayve, paired with CEO Jensen Huang’s multi-billion U.K. commitment.
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Oracle is leveraging massive debt sales to expand its AI cloud footprint.
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OpenAI continues scaling with staggering data center deals powered by Nvidia GPUs.
With everyone’s still throwing billions at AI data centers, the industry is essentially rewriting the rules of cloud computing.
Talent Costs Are Rising Too
It’s not just data centers. The Trump administration’s $100,000 H-1B visa fee increase has put pressure on global tech talent. Companies like Amazon, Google, and Microsoft are urging workers to stay in the U.S. to avoid costly relocation hurdles.
This talent shuffle underscores how much AI’s growth depends not just on infrastructure but also on the people building it.
What Else Is Shaking Up Tech
This week’s episode also covers:
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TikTok’s potential new U.S. home—and why Oracle could emerge as the big winner.
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Oura Health’s $875 million raise at an $11 billion valuation, signaling strong momentum in health tech.
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How billion-dollar investments in AI data centers are setting the stage for the next decade of innovation.
The future of AI isn’t just about smarter models—it’s about who can afford the infrastructure to power them. With everyone’s still throwing billions at AI data centers, the race is on to dominate the next era of technology.
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