$AMZN cloud is approaching its $ORCL moment.

Much of Oracle's cloud growth will be driven by its agreement to provide 4.5GW capacity to OpenAI over five years starting from 2027.

$AMZN is poised for a similar growth driven by demand from Anthropic.

Anthropic's two Gigawatt-scale AWS clusters will begin operations this year. $AMZN can generate as much as $20 billion in incremental cloud revenue from these data centers.

Long $AMZN.