A deep dive into Oracle's data center strategy and its emergence as an AI computing powerhouse, amid questions about the sustainability of the GPU business (SemiAnalysis)

SemiAnalysis:
A deep dive into Oracle's data center strategy and its emergence as an AI computing powerhouse, amid questions about the sustainability of the GPU business  —  Stargate, OpenAI, ByteDance, Unique Datacenter Strategy, Investment Grade Neocloud, Revenue and EBIT Forecast

from Techmeme https://ift.tt/0IkMZNV