AI Circle of Money – Oracle and NVIDIA’s High-Stakes Loop

https://is1-ssl.mzstatic.com/image/thumb/Podcasts211/v4/9b/14/79/9b1479d6-f604-5254-4077-01fc3a707a8a/mza_14505076494015538502.jpg/600x600bb.jpg

The Platform Economist

Mohammed Brückner

66 episodes

1 week ago

For CIOs, CTOs, Enterprise Architects, Software Developers, and anyone responsible for delivering tangible results from technology investments. We challenge conventional wisdom, debate the future of Java, dissect architecture audits, and provide actionable insights you can use today. Keywords: IT Strategy, Enterprise Architecture, Cloud Computing, Microsoft Licensing, Software Development, Agile, DevOps, Architecture Audits, Java, LLMs, CDPs, Digital Transformation, Business Value, IT Leadership, Technology Cost Optimization, Innovation, Strategic Alignment. Subscribe now and join in!

Technology

RSS

All content for The Platform Economist is the property of Mohammed Brückner and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Technology

https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_nologo/42335916/42335916-1730223882481-fd60742f62b52.jpg

AI Circle of Money – Oracle and NVIDIA’s High-Stakes Loop

The Platform Economist

15 minutes 16 seconds

1 month ago

AI Circle of Money – Oracle and NVIDIA’s High-Stakes Loop

This episode unpacks the daring financial choreography between Oracle and NVIDIA, a structure some call the “AI circle of money.” NVIDIA sells chips to Oracle, Oracle builds cloud infrastructure, and then NVIDIA rents back compute time—creating a self-reinforcing loop of revenue. At the heart of it lies Oracle’s staggering Remaining Performance Obligations, including a reported $300 billion commitment from OpenAI, which has supercharged Oracle’s valuation on the promise of future earnings. For Oracle, it’s a chance to challenge the cloud incumbents.

This episode is presented by platformeconomies.com - and if you are interested in matters of architecture, make sure to get my book on IT Architecture today: ⁠https://a.co/d/gK7YzOL (US) / ⁠https://amzn.to/3OkwqE9⁠ (DE)