Who wins from Oracle's giant deal?

From Miners to Plumbers: All You Need To Know To Invest in Data Center Stocks

Larry Ellison — the man who helped lead the internet revolution — is now at the center of the AI boom. Oracle’s stock has surged nearly 40%, making Ellison the richest man in the world.

And this is bigger than just a market rally. OpenAI has signed a $300 billion, five-year contract with Oracle — one of the largest cloud deals ever struck.

The real driver…