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$ORCL · How Oracle Quietly Conquered AI
now playing · $ORCL
$ORCL···bullish· high· posmichael sikand
Oracle's Gen 2 cloud purpose-built for AI training drives 52% infrastructure growth
Oracle's bare-metal, non-oversubscribed RDMA networking architecture — originally overengineered for niche workloads — is uniquely suited for synchronous multi-GPU AI training, de…
$OPENAIbullish· highmichael sikand
OpenAI selects Oracle for Stargate's $40B Abilene campus with 2M NVIDIA chips
OpenAI chose Oracle over AWS, Azure, and Google Cloud for the Stargate initiative's first phase, committing $40B for 2 million NVIDIA chips at Oracle's Abilene campus, with Oracle…