✳flâneur — a map of the web's best reading

How Oracle Is Winning the AI Compute Market – SemiAnalysis

semianalysis.com · 4,066 words · saved by 1 readers

Oracle’s Cloud Infrastructure business is firing on all cylinders and is greatly outpacing expectations. All eyes are on the high-profile Stargate JV and the massive Abilene, Texas datacenter, which our September 2024 Multi-Datacenter Training report called out as a GW-scale training hub for OpenAI. But Oracle has many additional growth engines beyond this massive campus. We believe the most underappreciated aspect of Oracle’s growth story is its relationship with ByteDance. It has triggered the rise of Johor, Malaysia as the world’s second largest AI hub, and we expect the partnership to develop across many other countries, with expansion already well underway. With both flagship customers among the world’s largest and fastest-growing GPU renter and significant additional pipeline ahead, we forecasted a stellar CapEx ramp back in February 2025. The announcements made two weeks ago by Larry Ellison, forecasting >$130B of contracts to be booked in the next twelve months, confirm our exp

How Oracle Is Winning the AI Compute Market – SemiAnalysis Skip to content June 30, 2025 How Oracle Is Winning the AI Compute Market Stargate, OpenAI, ByteDance, Unique Datacenter Strategy, Investment Grade Neocloud, Revenue and EBIT Forecast 14 minutes 4 comments on How Oracle Is Winning the AI Compute Market By Jeremie Eliahou Ontiveros , Dylan Patel and Daniel Nishball Share using Native tools Share Copied to clipboard Share on LinkedIn (Opens in new window) LinkedIn Share on X (Opens in new window) X Share on Facebook (Opens in new window) Facebook Table of Contents Oracle Cloud befo

Explore this link on the map →

related reading