The collaboration marks a landmark shift in AI hardware development, with NVIDIA stepping in as both supplier and strategic investor. By aligning its product roadmap with ...

We came across a bullish thesis on Oracle Corporation on Jordi Visser’s Substack. In this article, we will summarize the ...

Discover why Oracle is a top buy, fueled by AI infrastructure growth and a $455B backlog. Click here to read my most recent ...

These moves follow a broader trend of AI consolidation, as technology giants seek to secure long-term access to scarce ...

Gift 5 articles to anyone you choose each month when you subscribe. It was three simple questions. Alina Jin, a junior analyst in Equity Trustees’ superannuation office, put them in an email. It was ...