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Oracle Cloud Infrastructure

part of Oracle

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Sep 26, 2025 by Jensen Huang · said 4 times in 3 episodes since 2025 · across every show →

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brought up most by Jensen Huang (2), Brad Gerstner (2)

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2025 4 mentions in 3 episodes 1 per episode

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Everything said about Oracle Cloud Infrastructure, oldest first

Sep 26, 2025 bullish
Assertion Supported
Huang: OCI, OpenAI, and SoftBank have contracted 5 to 7 gigawatts
“The second is the OCI build out. And I think there's some five, six, seven gigawatts about to be built out. And so working with OCI and OpenAI and SoftBank to build that out. Those projects are contracted.”
Jensen Huang Sep 26, 2025 ▶ 5:14 NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
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