While Others Chase The Bubble, Nvidia Builds The Future
@koolgal:
🌟🌟🌟Oracle $Oracle(ORCL)$ USD 300 billion OpenAI deal sent shockwaves through Wall Street. In a single day, its share price soared 36%, driven by headlines and hope. But beneath the euphoria lies fragility : one customer, one bet, one bubble waiting to be tested. And then came Nvidia $NVIDIA(NVDA)$ With a USD 100 billion commitment to OpenAI. It is one of the most ambitious infrastructure partnerships in tech history and it is not just about chips. It is about building the backbone of superintelligence. Here is what it entails : 10 Gigawatts of AI infrastructure : Nvidia will deploy at
