Oracle's AI Chips Ran 97.9% Utilized Last Quarter. For Nvidia, That Is What a Shortage Looks Like.
The cloud giant added more than 300,000 GPUs in one quarter, and its fleet still ran nearly full. Even 4-year-old chips got a price bump.
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The cloud giant added more than 300,000 GPUs in one quarter, and its fleet still ran nearly full. Even 4-year-old chips got a price bump.
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- Separate market commentary from official financial releases and investor materials.
- Watch for cloud revenue, AI infrastructure, capex, guidance, and customer-demand signals.
- Readers making financial decisions should rely on primary filings and professional advice.
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This brief is filed under ORCL earnings, business, market and investor coverage.
investingtechnology and telecomnvda79469c6c-9992-4719-a9ea-86b99d0c9f28orclORCL stock newsOracle earningsOracle revenueOracle investor relationsAI infrastructure demand