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by real-hacker
267 days ago
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Oracle’s stock just jumped 36% in a single day — its biggest surge since the early ‘90s. Why? A mind-bending AI partnership with OpenAI, a reported $300B in compute contracts, and promises of cloud revenue shooting into the stratosphere. In this episode of The Gilfoyle Show, I break down:
Why Oracle suddenly looks like an AI cloud powerhouse
The OpenAI deal that shocked Wall Street
The risks of building trillion-dollar dreams on GPUs and power grids
And, of course, why this all feels like tulip mania with better branding |
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