Topic

#Oracle

2 articles

A futuristic data center interior showing a diverse array of server blades with different branding pluggin into a glowing central network backbone.

Dec 15, 2025 • 7 min read

Oracle's New Bet: The 'Airbnb for Chips' Strategy

It's no longer just about renting GPUs. Oracle is pivoting to a 'Bring Your Own Chips' model, positioning OCI as the neutral 'Switzerland' of AI infrastructure. Here is the physics and economics behind the move.

#Oracle #AI Infrastructure #Chips

Futuristic Oracle data center powered by nuclear reactors in a desert landscape

Dec 10, 2025 • 7 min read

Oracle Hit $630B: The Nuclear AI Bet Behind the Stock Surge

Oracle just reported $16.1B in revenue and an eye-watering $523B backlog. We break down the OCI technical advantage that has everyone from Nvidia to OpenAI renting their servers.

#Oracle #Stocks #AI