Oracle’s stock is totally misunderstood and should be a ‘go-to’ AI play, says this analyst
THE SO WHAT
If public-market analysts are pitching Oracle as a “go-to AI play,” the AI trade is broadening from pure GPU and model exposure to data, ERP, and infra incumbents. For operators, that means your existing database and app vendors will push harder to be your AI platform—scrutinize lock-in and incremental value, not just the AI story.
READ THE SOURCE
MORE FROM THE WIRE
Tech & InnovationThailand says new data centers can't be louder than a hair dryer — but will the new 70dB limit actually help those living nearby?
Noise, heat, and water caps in Thailand mean hyperscalers can’t treat APAC like an unregulated overflow zone anymore. If you’re siting or expanding in Southeast Asia, factor local environmental rules into your capacity model, not just land and power pricing.
Tech & InnovationThe unfolding Jensen Huang scandal: a timeline
When the CEO of the key AI chip supplier is entangled in an alleged espionage-adjacent scandal, export control and security agencies will lean in harder. Expect more scrutiny on chip flows, counterparties, and JV structures—compliance teams need to be in the room for infra planning.
Tech & InnovationPivotal Advisors CEO: Investors Should See AI as Part of Portfolio
Even with a sharp selloff, public-market investors still see AI demand outstripping hyperscaler supply and accelerating cloud growth. For operators, that means capacity constraints and pricing power upstream are not going away just because valuations wobble.
Tech & InnovationNvidia Working With Outside Firm to Identify CEO Candidates
A potential leadership transition at Nvidia injects governance and geopolitical risk directly into the AI hardware roadmap. If your 2027–2029 plans assume frictionless access to Nvidia’s stack, document alternatives and timeline sensitivities now.