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▶ 2:30 · $ORCL · How Oracle Quietly Conquered AI

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$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…

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