$NVIDIA(NVDA.US)$Oracle(ORCL.US)Oracle, the American tech giant, saw its stock soar by 36% in a single day, pushing its market value to $251 billion, stunning investors worldwide. The surge came after Oracle signed a massive $300 billion compute contract with OpenAI, set to start in 2027 and last for five years.
This highlights an unstoppable trend: global demand for AI computing power, driven by large-scale infrastructure investments and expanding data center projects.
Just as the human brain powers thought, AI relies on compute power, which comes primarily from data centers filled with thousands of servers, including NVIDIA’s H100 and A100 chips.
Oracle’s rise also signals possible good news for NVIDIA, as it points to increasing market demand for high-performance AI chips in the years ahead.
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