How Oracle's 2016 cloud failure forced a technical decision that positioned them to capture the $455 billion AI infrastructure windfall
https://open.substack.com/pub/techitalt/p/is-oracle-having-its-nvidia-moment?r=5jmutn&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true
https://open.substack.com/pub/techitalt/p/is-oracle-having-its-nvidia-moment?r=5jmutn&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true