# Oracle > Markdown twin of https://roboterminal.app/companies/oracle · https://roboterminal.app/companies/oracle.md ## On shared sources - [Meta](https://roboterminal.app/companies/meta) (25) - [Google](https://roboterminal.app/companies/google) (24) - [Microsoft](https://roboterminal.app/companies/microsoft) (24) - [Amazon](https://roboterminal.app/companies/amazon) (22) - [NVIDIA](https://roboterminal.app/companies/nvidia) (12) - [OpenAI](https://roboterminal.app/companies/openai) (11) - [CoreWeave](https://roboterminal.app/companies/coreweave) (5) - [Anthropic](https://roboterminal.app/companies/anthropic) (4) - [Broadcom](https://roboterminal.app/companies/broadcom) (4) - [Cloudflare](https://roboterminal.app/companies/cloudflare) (4) - [DigitalOcean](https://roboterminal.app/companies/digitalocean) (4) - [SpaceX](https://roboterminal.app/companies/spacex) (4) - [AWS](https://roboterminal.app/companies/aws) (3) - [Nebius](https://roboterminal.app/companies/nebius) (3) - [Vercel](https://roboterminal.app/companies/vercel) (3) - [AMD](https://roboterminal.app/companies/amd) (2) - [Applied Optoelectronics](https://roboterminal.app/companies/applied-optoelectronics) (2) - [J.P. Morgan](https://roboterminal.app/companies/j.p.-morgan) (2) - [Modal](https://roboterminal.app/companies/modal) (2) - [UBS](https://roboterminal.app/companies/ubs) (2) - [xAI](https://roboterminal.app/companies/xai) (2) - [a16z](https://roboterminal.app/companies/a16z) (1) - [Alibaba](https://roboterminal.app/companies/alibaba) (1) - [Apollo](https://roboterminal.app/companies/apollo) (1) - [ASML](https://roboterminal.app/companies/asml) (1) - [Baidu](https://roboterminal.app/companies/baidu) (1) - [Barclays](https://roboterminal.app/companies/barclays) (1) - [Bloom Energy](https://roboterminal.app/companies/bloom-energy) (1) - [Cursor](https://roboterminal.app/companies/cursor) (1) - [DeepSeek](https://roboterminal.app/companies/deepseek) (1) - [Dell](https://roboterminal.app/companies/dell) (1) - [HPE](https://roboterminal.app/companies/hpe) (1) - [Lumentum](https://roboterminal.app/companies/lumentum) (1) - [Marvell](https://roboterminal.app/companies/marvell) (1) - [Nomura](https://roboterminal.app/companies/nomura) (1) - [Open Compute Project](https://roboterminal.app/companies/open-compute-project) (1) - [Rothschild & Co](https://roboterminal.app/companies/rothschild-&-co) (1) - [SoftBank](https://roboterminal.app/companies/softbank) (1) - [Tencent](https://roboterminal.app/companies/tencent) (1) - [Win Semiconductors](https://roboterminal.app/companies/win-semiconductors) (1) ## Pulse - [@pequityresearch on X](https://x.com/pequityresearch/status/2113317206708679036) 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 t… - [@tphuang on X](https://x.com/tphuang/status/2113222301978177558) 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 D… - [@pequityresearch on X](https://x.com/pequityresearch/status/2112629904420548979) 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… - [@pequityresearch on X](https://x.com/pequityresearch/status/2112626894096957489) 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 mos… - [@pequityresearch on X](https://x.com/pequityresearch/status/2112589669699403886) 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 p… - [@pequityresearch on X](https://x.com/pequityresearch/status/2112550655000813697) 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 - [@stretchcloud on X](https://x.com/stretchcloud/status/2112295726290202902) 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. … - [@MParekh on X](https://x.com/MParekh/status/2112100236084797735) 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.… - [@pequityresearch on X](https://x.com/pequityresearch/status/2112015378402652514) 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 &… - [@pequityresearch on X](https://x.com/pequityresearch/status/2111981824255951137) 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 n… - [@pequityresearch on X](https://x.com/pequityresearch/status/2111549307405173047) 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: Gr… - [@pequityresearch on X](https://x.com/pequityresearch/status/2111442112986165734) NPO and CPO adoption by customers presented by LightCounting at OCP. $AMZN $GOOGL $META $MSFT $ORCL - [@pequityresearch on X](https://x.com/pequityresearch/status/2111202270742524036) 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 $M… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2110740000845562194) 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 las… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2110463910784696653) $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 … - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2109499054002680102) 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 fu… - [@pequityresearch on X](https://x.com/pequityresearch/status/2109466080481817065) 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 excludi… - [@pequityresearch on X](https://x.com/pequityresearch/status/2109331191635775681) 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 - [@pequityresearch on X](https://x.com/pequityresearch/status/2108953202284474538) 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%… - [@pequityresearch on X](https://x.com/pequityresearch/status/2108794345885139180) 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 … - [@pequityresearch on X](https://x.com/pequityresearch/status/2108038340004229253) "Fiber itself is becoming a bottleneck" yes ‼️ We need a lot of fiber... https://t.co/Z5h1jXfMWL - [@pequityresearch on X](https://x.com/pequityresearch/status/2102124706245824552) Rothschild & Co: Overview of the AI infrastructure stack $NBIS $IREN $ORCL $META $GOOGL $AMZN $GOOG - [@pequityresearch on X](https://x.com/pequityresearch/status/2102098872147333398) 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 - [@pequityresearch on X](https://x.com/pequityresearch/status/2100982429670654427) HSBC: Outside of Google, the % of ASIC compute among major CSPs remains steady from 2025 and into Q2 2026. $GOOGL $AMZN $META $MSFT $ORCL - [@pequityresearch on X](https://x.com/pequityresearch/status/2100621694100545840) 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 r… - [@pequityresearch on X](https://x.com/pequityresearch/status/2100331034453680539) 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 … - [@pequityresearch on X](https://x.com/pequityresearch/status/2100301190743630129) 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 Investm… - [@pequityresearch on X](https://x.com/pequityresearch/status/2099620455988560014) 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… - [@pequityresearch on X](https://x.com/pequityresearch/status/2099569669778624513) 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 $OR… - [@stretchcloud on X](https://x.com/stretchcloud/status/2099060529335615732) 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 yoursel… - [@pequityresearch on X](https://x.com/pequityresearch/status/2098881073862103272) KB Securities sees FCF for hyperscalers rebounding in 2028 on higher cloud utilization, pricing, and margins. $META $MSFT $GOOGL $AMZN $ORCL - [@stretchcloud on X](https://x.com/stretchcloud/status/2098845851426656279) 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 th… - [@pequityresearch on X](https://x.com/pequityresearch/status/2098610550678937793) SemiAnalysis: we estimate ~$11T of cumulative capex from CY24 through CY29. $GOOGL $AMZN $META $MSFT $ORCL - [@stretchcloud on X](https://x.com/stretchcloud/status/2098539835111714954) 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 compacti… - [@pequityresearch on X](https://x.com/pequityresearch/status/2098509887571665173) HSBC: Chinese hyperscalers capex spend estimates as % of revenue is far lower than US hyperscalers. $BABA $BIDU $AMZN $META $GOOGL $META $ORCL - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2098485730360324098) 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 almo… - [@stretchcloud on X](https://x.com/stretchcloud/status/2098480695223988382) 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 orchestr… - [@MParekh on X](https://x.com/MParekh/status/2098443151056761337) ‘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 F… - [@MParekh on X](https://x.com/MParekh/status/2098432836881490200) '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:/… - [@CKCapitalxx on X](https://x.com/CKCapitalxx/status/2098431313099268164) 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 thr… - [@pequityresearch on X](https://x.com/pequityresearch/status/2098159088265752872) $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." - [@CKCapitalxx on X](https://x.com/CKCapitalxx/status/2098142871786283064) $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: $1.5… - [@MelvinInvests on X](https://x.com/MelvinInvests/status/2095975579736838521) 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 … - [@MelvinInvests on X](https://x.com/MelvinInvests/status/2095920654759743956) 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 worl… - [@CKCapitalxx on X](https://x.com/CKCapitalxx/status/2095914980533047483) 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 b… --- Source: Roboterminal · https://roboterminal.app/companies/oracle.md