Oracle ($ORCL) secured $38 billion in debt to fund new data centers for AI infrastructure, including a $23.25 billion Texas facility and a $14.75 billion Wisconsin facility, both developed by Vantage Data Centers to power OpenAI. This massive investment highlights strong demand for AI compute, suggesting bullish sentiment for related companies like NVIDIA ($NVDA), AMD ($AMD), and Broadcom ($AVGO), as well as smaller data center providers such as Northern Data Group ($NBIS), CoreWeave ($CRWV), Iris Energy ($IREN), Cipher Mining ($CIFR), and TeraWulf ($WULF).