Oracle

Sam Altman on the amount of compute needed if 50% of the world were using personal AI assistants to its full capabilities: "How many GPUs do you want working for your personal assistant? When people talk about the global market for GPUs…

Implication of such heavy hitters investing in DeepSeek is not only DS being used by these corporations on a large scale in their physical or digital products, but also additional data coming in for DS + more importantly, DS has access to…

CEO of Google, Sundar Pichai, on compute demand and AI bubble possibility: Q: Ben Horowitz relayed Andy Jassy had something like compute is sold out till 2028, are you seeing the same thing? "If today a customer is coming out and asking us…

CEO of Lumentum, Michael Hurlston, on the impact of yields on capex spend: "The CFO of Alphabet came on just a couple of days ago and was talking about their capex going up year over year. For the most part, I think, the hyperscalers…

Expert Takeaways: Data Centers 1. Open-Source Models Closing the Gap > Open-source models are catching up to state-of-the-art frontier models faster than expected, driven by lower costs and improved performance. > Starting in Q2, customers…

Nomura: data center capacity to expand to 74GW in 2028F, up from 26GW in 2025. Of the 74GW, 48.5GW coming from the US big tech. $SPCX $ORCL $CRWV $META $MSFT $AMZN $GOOGL

Picture circus-tent structures going up over a one-gigawatt construction site in New Albany, Ohio, built that way on purpose because tents cut deployment time by 70 to 80% versus permanent buildings. That is Prometheus, and it is already…

AI: The $10 Trillion AI Build Meets Its Bankers. AI-RTZ #1244 …debt markets tighten on neoclouds, Oracle and SoftBank. Bigger than the railroads, the AI build gets built, just slower. $NVDA https://t.co/94WFIPTWKZ https://t.co/ufFwoJ0cBW

Expert Takeaways: Applied Optoelectronics > 800G Volume Growth: Shipments are set to surge from 600K–700K this year to 5 million next year, and around 7 million the following year. > 800G Production & Customers: AWS remains the primary…

Expert Takeaways: Applied Optoelectronics > 800G shipments are expected to jump from 600K–700K this year to 5M next year (driven by AWS and Oracle demand) and reach ~7M the year after. > 1.6T demand next year is projected to reach ~100K…

J.P. Morgan: AI CapEx > 2026 Capex Forecast: Growth estimate raised from +80% to +85% YoY. This adds over +$270B in incremental spending (a new record step-up, beating 2025). > 2027 Capex Forecast: Growth estimate raised from +50% to +70%…

NPO and CPO adoption by customers presented by LightCounting at OCP. $AMZN $GOOGL $META $MSFT $ORCL

UBS: AI power TAM growing to $91.1 billion by 2030E, up from $17.7 billion in 2026E. Of the $91.1 billion, $49 billion dedicated to GPU power TAM, while the other $42 billion for ASIC. $GOOGL $MSFT $META $ORCL $NVDA $AMD $AMZN

OpenAI just lost the man in charge of its entire COMPUTE buildout. Sachin Katti, who led OpenAI's infrastructure and Stargate data center push, announced he is leaving to build something newm, his last day is November 15 and he will stay…

$SPY fell 1.1% today to around $769 after dropping as low as $766.71, as a hot inflation report pushed rate hike odds higher and hit AI stocks. Here are the top stories you need to know. 1. September CPI came in at 3.7% from a year ago…

AI hardware just got so expensive that Wall Street has to step in, with over $90 BILLION in new debt to buy chips. According to the Wall Street Journal, Broadcom is seeking more than $50 billion to fund its custom AI chips for OpenAI.…

UBS: "As a reminder, for C2027 we anticipate ~50GW of compute shipments (requiring ~57GW of powered data center including PUE factor) against current visibility for ~38GW of powered shell when excluding early-stage power plant projects. In…

TD Cowen: We expect Oracle to add >12GW of GPU capacity over the next 5 yrs (66% CAGR), and ~$19GW of total capacity to support both AI and OCI Classic/DBaaS workloads. $ORCL

David Lazovsky, EVP & GM, Data Center Networking Business Group at Marvell Technology on AI inference: "3 years ago 1/3 of total data center infrastructure was focused on inference, today north of 60% and over the course of the next 2-3…

Former CEO of Intel, Pat Gelsinger, sees more AI data center delays coming due to lack of energy capacity: "We just need more capacity, and fundamentally, energy capacity omewhat dampens how you fork we can get on AI. Because, you know,…

Broadcom is reportedly arranging more than fifty billion dollars in financing so OpenAI can buy chips Broadcom hasn't finished building yet. Apollo and Blackstone are the lenders in the room, the same pair behind Broadcom's $35 billion…

"Fiber itself is becoming a bottleneck" yes ‼️ We need a lot of fiber... https://t.co/Z5h1jXfMWL

Rothschild & Co: Overview of the AI infrastructure stack $NBIS $IREN $ORCL $META $GOOGL $AMZN $GOOG

J.P. Morgan: CSP Capex expected to reach ~$1.7 trillion in 2028 🤣 That is a lot of money... $GOOGL $AMZN $META $MSFT $ORCL $SPCX https://t.co/QpnbRLcFz6

HSBC: Outside of Google, the % of ASIC compute among major CSPs remains steady from 2025 and into Q2 2026. $GOOGL $AMZN $META $MSFT $ORCL

Funda AI: "Our interviews suggest that frontier labs remain committed to training and advancing model capabilities internally, while additional evaluation and remediation may slow the pace of public releases ONLY." One of the employees…

Samsung Securities: Hyperscaler Compute Business Models Hyperscalers operate through two primary methods: 1) Computing rental and 2) Model inference services, both of which can achieve a Gross Profit Margin (GPM) of 68% to 81%. > Model…

The exploration bottleneck for AI agents is getting solved in an unexpected way. Google and DeepMind's Dream-RSI doesn't improve the underlying model. It improves HOW the agent explores. That's a different problem, and it turns out a more…

Samsung Securities: Hyperscalers to have a temporary FCF deficit period spanning from 2Q26 to 3Q28, followed by a dramatic expansion in FCF from 2029 through 2030. > CapEx Growth as a Rational Investment for RPO: The increase in capital…

Chairman of Win Semiconductors, Chen Chin-Tsai, states that AI is not a bubble and that AI development "is only just beginning." "Chen Chin-Tsai analyzed that the development of AI is gradually moving from data training, model building,…

BofA sees recent frontier lab controversy as "noise" relative to a market where AI CapEx could surge 3x to $3+ trillion by decade end, and demand signals remaining strong. $GOOGL $MSFT $META $AMZN $ORCL

The harness is now the API. That's the real headline from OpenAI's Agents API public beta launch on Sep 10. Before this week, if you wanted to build on Codex's harness, you had to replicate it yourself. Orchestration, long-running…

KB Securities sees FCF for hyperscalers rebounding in 2028 on higher cloud utilization, pricing, and margins. $META $MSFT $GOOGL $AMZN $ORCL

OpenAI launched the Agents API public beta on Sep 10 with something that hasn't existed before: a managed remote execution layer for coding agents. The Codex harness handles the sandbox. You define the task, the agent runs in a cloud…

SemiAnalysis: we estimate ~$11T of cumulative capex from CY24 through CY29. $GOOGL $AMZN $META $MSFT $ORCL

The Agents API is not a new framework. It is the agent loop becoming managed infrastructure. Before yesterday you wrote the harness yourself. You owned the environment, the retries, the state compaction, the tool routing, the subagent…

HSBC: Chinese hyperscalers capex spend estimates as % of revenue is far lower than US hyperscalers. $BABA $BIDU $AMZN $META $GOOGL $META $ORCL

You should be buying as much NVIDIA as possible (Save this). SemiAnalysis projects that NVIDIA could hold roughly $1.4 trillion in cash and investments by fiscal 2031, giving it more capital than almost any customer, competitor or bank…

The agent harness just got commoditized. OpenAI launched the Agents API on September 10 in public beta. One API call gets you cloud sandboxes, long-running sessions, tool use, and multi-agent orchestration. OpenAI handles the scaffolding.…

‘Business as Usual’ in AI. Microsoft, Oracle & SpaceX. ARD #161 ...Microsoft to 38 gigawatts. Oracle on other people’s money. SpaceX by the month. Meta’s Muse, early reviews. $SPCX $MSFT $ORCL $META Full Writeup with source links here:…

'Business as Usual' in AI: Microsoft 38 GW, Oracle Prepayments, SpaceX Rentals & Muse | ARD #161 AI Ramblings Daily podcast #161 on AI-RTZ $MSFT $SPCX $META $ORCL YouTube link with show notes: https://t.co/1Drka2MGrS

Imo the debt fear around $ORCL has created a solid opportunity here. The fear is that Oracle is borrowing itself into a hole to build for one customer. which is understandable, but the call walked through why that's wrong. More than $30…

OpenAI's Agents API went into public beta today. No extra fees beyond usage. Every developer gets the same harness that runs Codex internally. The execution environment options are what matter. OpenAI-hosted sandboxes, self-hosted, or…

$ORCL: "Of all the GPUs that came up for renewal in Q1, that capacity was renewed or resold at a 20% premium to prior contracts. The majority of those GPUs are four years or older."

$ORCL Q1 FY27 Revenue: $19.3B (Est. $19.13B), +30% YoY (record) Cloud Revenue: $11.6B, +62% YoY (record) Cloud Infrastructure (IaaS): $7.4B, +121% YoY Cloud Apps (SaaS): $4.2B, +10% YoY GAAP EPS: $1.56, +55% Non-GAAP EPS: $1.92 (Est.…

Shimecki's post cuts to something real: Astra is exceptional at output-centric tasks. You give it a prompt and ask for an artifact. Blender scene. Threejs visualization. Working code. It struggles at intelligence-centric tasks. Branding.…

Token usage just went vertical, and the power grid is not ready for it (Save this). This chart shows that agentic token usage on OpenRouter rose from roughly 0.51 trillion tokens on February to about 7.3 trillion by Augustwhich is a…

AI demand is just getting started,and we need more compute than ever before. The chart tracks the share of US businesses paying for subscriptions to AI models, platforms, and tools, based on business spend data from the Ramp AI Index. And…

OpenAI just shipped the best model in the world and the biggest winner will be Oracle (Save this). GPT 6 Astra launched yesterday and OpenAI calls it the most intelligent and aligned model in the world and it scored 97.6% on FrontierMath…

The debt overhang narrative around OpenAI and $ORCL was overdone. Astra just dropped and it's a real leap, trained on 100,000+ GPUs at Stargate, OpenAI's own VP calling it their biggest training run by far. That's not a company struggling…

KORE1 ranks #1 among ERP recruiting firms for 2026 at 8.44/10, 2.24 points ahead of #2. Full SAP, Oracle, Workday, Dynamics 365, and NetSuite coverage on one W-2 desk. https://t.co/HiDJh7SoqI https://t.co/MoY9yDo8IE