從Oracle 看NVDA

Oracle's $ORCL Cloud revenue rose 21% YoY (22% constant currency) to $5.6 billion in its fiscal Q1, driven by 45% YoY (46% cc) growth in Cloud infrastructure revenue to $2.2 billion.

 

Oracle $ORCL Chairman and CTO Larry Ellison:

 

"Oracle has 162 cloud datacenters in operation and under construction around the world.

 

The largest of these datacenters is 800 megawatts and will contain acres of Nvidia $NVDA GPU Clusters for training large scale AI models.

所有跟帖： 

• And some think NVDA can't even grow 5% QoQ in 2025 -三心三意- ♂ (0 bytes) () 09/09/2024 postreply 13:27:00

• 3 -NewLeaf2021- ♀ (0 bytes) () 09/09/2024 postreply 15:27:14

• 謝謝分享，我有pltr,nvda. 從你和三心三意的帖子學習了。 -lilimtl- ♀ (0 bytes) () 09/09/2024 postreply 16:33:22

• 市場拋售NVDA理由是因為不看好目前AI的發展。如果一個依靠NVDA顯卡的公司好了，NVDA不應該更好？ -ocliving2005_4ever- ♂ (0 bytes) () 09/09/2024 postreply 21:59:43