The OpenAI deal fallout exposes the fundamental danger of being the most leveraged player in a market where the chip cycle moves faster than the concrete dries.
The Larry Ellison-led software giant is remaking its cloud infrastructure to rival Amazon and Microsoft.
Last week offered a clear split in the data center and AI infrastructure trade. Oracle held its ground and then some, rising on AI cloud momentum and an analyst upgrade. Meanwhile, CoreWeave and ...
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