Jeremie Eliahou Ontiveros / SemiAnalysis:

A deep dive into Oracle's data center strategy and the company's emergence as an AI computing powerhouse, amid questions about its GPU business' sustainability  —  Oracle's Cloud Infrastructure business is firing on all cylinders and is greatly outpacing expectations.

Jeremie Eliahou Ontiveros / SemiAnalysis:

A deep dive into Oracle's data center strategy and the company's emergence as an AI computing powerhouse, amid questions about its GPU business' sustainability  —  Oracle's Cloud Infrastructure business is firing on all cylinders and is greatly outpacing expectations.

Source: TechMeme
Source Link: http://www.techmeme.com/250702/p8#a250702p8