Nvidia’s Stock Spike and Oracle’s Surprising Role
Let’s talk about Oracle Cloud Infrastructure. Seven percent growth in revenue? That’s the financial equivalent of a yawn. Seventy-seven percent? Now we’re in “should I sell my house and buy a yacht?” territory. And by 2030, they’re projecting $144 billion in revenue. Someone get this man a Nobel Prize.
But how does this relate to Nvidia? Simple. Oracle’s cloud division is the reason Nvidia’s GPUs are selling faster than I can say “quantum computing.” If AI is the new oil, Nvidia’s chips are the drills-and Oracle just announced it’s building a pipeline to the moon.
Which brings me to my favorite paradox: Why is everyone so surprised? Oracle’s been quietly building this rocket ship while the rest of us were busy arguing about meme stocks. If only I’d paid attention, I’d be sipping margaritas in Cabo instead of recalculating my retirement age.