While OpenAI expects just $12 billion in revenue this year, Oracle's cloud infrastructure will rake in $144 billion over four years from AI deals. The real money in AI isn't going to the flashy model builders like OpenAI, but to the boring infrastructure companies providing chips, cloud services, and backend support. Companies like Nvidia hit $4 trillion valuations while Swedish startup Supabase saw its value skyrocket just by integrating with the fast-growing AI coding platform Lovable.