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OpenAI's spending spree is powering the tech industry. Oracle is the latest winner
Oracle’s stock surge and Broadcom’s breakout underscore OpenAI's influence across Silicon Valley.
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cnbc.com
Broadcom is a big Oracle derivative play as investors get keen on next phase of AI
Oracle's knockout forecasts reassured investors about longer-term returns tied to the "inference" phase, which could directly benefit one specialized chipmaker.
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techcrunch.com
OpenAI and Oracle reportedly ink historic cloud computing deal | TechCrunch
OpenAI and Oracle reportedly signed a deal that includes OpenAI buying $300 billion of compute over a five-year span.
