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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 (Jeremie Eliahou Ontiveros/SemiAnalysis) from Techmeme RSS feed.
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 (Jeremie Eliahou Ontiveros/SemiAnalysis)
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.