Oracle’s stock just jumped 36% in a single day — its biggest surge since the early ‘90s. Why? A mind-bending AI partnership with OpenAI, a reported $300B in compute contracts, and promises of cloud revenue shooting into the stratosphere.
In this episode of The Gilfoyle Show, I break down:
Why Oracle suddenly looks like an AI cloud powerhouse
The OpenAI deal that shocked Wall Street
The risks of building trillion-dollar dreams on GPUs and power grids
And, of course, why this all feels like tulip mania with better branding
In this episode of The Gilfoyle Show, I break down: Why Oracle suddenly looks like an AI cloud powerhouse The OpenAI deal that shocked Wall Street The risks of building trillion-dollar dreams on GPUs and power grids And, of course, why this all feels like tulip mania with better branding