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AI Circle of Money – Oracle and NVIDIA’s High-Stakes Loop
This episode unpacks the daring financial choreography between Oracle and NVIDIA, a structure some call the “AI circle of money.” NVIDIA sells chips to Oracle, Oracle builds cloud infrastructure, and then NVIDIA rents back compute time—creating a self-reinforcing loop of revenue. At the heart of it lies Oracle’s staggering Remaining Performance Obligations, including a reported $300 billion commitment from OpenAI, which has supercharged Oracle’s valuation on the promise of future earnings. For Oracle, it’s a chance to challenge the cloud incumbents.
This episode is presented by platformeconomies.com - and if you are interested in matters of architecture, make sure to get my book on IT Architecture today: https://a.co/d/gK7YzOL (US) / https://amzn.to/3OkwqE9 (DE)
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By Mohammed BrücknerThis episode unpacks the daring financial choreography between Oracle and NVIDIA, a structure some call the “AI circle of money.” NVIDIA sells chips to Oracle, Oracle builds cloud infrastructure, and then NVIDIA rents back compute time—creating a self-reinforcing loop of revenue. At the heart of it lies Oracle’s staggering Remaining Performance Obligations, including a reported $300 billion commitment from OpenAI, which has supercharged Oracle’s valuation on the promise of future earnings. For Oracle, it’s a chance to challenge the cloud incumbents.
This episode is presented by platformeconomies.com - and if you are interested in matters of architecture, make sure to get my book on IT Architecture today: https://a.co/d/gK7YzOL (US) / https://amzn.to/3OkwqE9 (DE)