War: the Key to Financing American Re-shoring

Oracle: Pulling-forward Compute Demand Before Taiwan's Siege Closes the Door

In 2025, Oracle publicly committed and activated a $300B massive capex plan for building data centers, formally to serve its clients with OpenAI models. Apparently, Oracle has 64 data centers capitalized and either planned or under construction - this presumably means the GPU's have been physically allocated or will arrive, shortly.

Recently, it became fashionable to point at Oracle's CDS and stock price and declaim "the end of Oracle", a company whose owner personally backed Trump from the VERY beginning, all the way back in 2015.

Taiwan Produces 90% of AI-relevant GPU's

Should TSMC come under siege by China, be it under an embargo or even blockade, surely the GPU supply leaves the market.

This implies, what, precisely?

Recall the oil markets: these have been recently "trained" to respond to a supply-crisis through spiking prices. Who controls them? China or the US military - surely, both contest them, but the US profits from high prices, while China suffers from them.

With escalation both in Ukraine and Iran putting existential strain on Xi's economy, he comes closer to the day of decision when Taiwan faces its final siege - then the markets, having been conditioned by the Iran war and its impact of fuel markets, immediately re-price GPU's - not a little, not a lot - 20-100x prices, depending on "need" and sentiment skew.

... and when GPU prices re-set 20x, what happens to those short data center CAPEX? The "data center bears" get ruined, are forced to cover, and we enter a "punishing regime" of overshooting GPU prices and data center equity - forcing bears to cover at catastrophic losses and pushing data center equity even deeper into the green.

Oracle Acted As Just One of Many Sovereign Buyer of GPU's

Oracle in 2025 acted as a "Sovereign Buyer" of GPU's on behalf of American users, and it was not alone: all the big tech companies AND all of Wall Street committed to data center investments. Overnight, data centers had CMBS' developed to finance them more efficiently.

Collectively, the tech and finance industry merged into a "Sovereign Action" to bring as many GPU's as possible to the US and stand-up data centers before the diplomatic situation around Taiwan deteriorated into a siege or blockade.

Buying American Data Center Equity Today is Like Buying American Oil Refineries in January 2025

The setup today for American data center investment opportunity parallels that of refiners in January 2025: middling economic demand in front of a catastrophic supply-shock that pushes any purchases deep into the green - for years.

Insiders who positioned themselves within the US refinery complex before the Iran war have already made vast fortunes - likewise, we stand to repeat this episode, at scale.

Sovereign-Backed Data Center Windfall Means More Jobs

Just as America's petrochemical sector continues hiring apace, American tech companies will likewise fulfill their commitment to hire as their data center NAV surges over 100%.

Permitting Rush as GPU Supply Door Closes

Trump not only gave permitting carte-blanche to data center construction, but he even compelled governors to sign the "rate pledge" to promise to keep utility rates stable for communities impact by data center demand.

Recall, when was the last time a President so frequently and directly intervened in a market? We can surmise that the hour proves late: there may only be weeks before a Taiwan crisis emerges, and even without a formal escalation - the very expectation of a supply shock to the GPU market effectively halts all new data center construction.

Those betting against data center NAV collect pennies, now, before the proverbial steam-roller.