AI Compute Market

31. července 2025

AI Compute Market

How Larry Ellison - Oracle Is Winning the AI Compute Market

How Oracle Is Winning the AI Compute Market
Stargate, OpenAI, ByteDance, Unique Datacenter Strategy, Investment Grade Neocloud, Revenue and EBIT Forecast

Larry Ellison - Oracle

In today’s report, we dive deeper into Oracle’s infrastructure strategy. Larry made some bold bets that were key to its emergence as an AI computing powerhouse. By combining attributes of a “traditional” US hyperscaler, an AI-native Neocloud, and selectively working with lightning-fast Chinese datacenter developers, Oracle found a winning recipe.

This led to the emergence of a new market segment: the AI-first developers. New entrants, often from the cryptomining world, understood that power was becoming the #1 concern and leveraged their existing interconnection agreements to plan large datacenters, away from population centers but with ample power. Core Scientific’s 570MW deal with Coreweave is a great example

Gigawatt-scale site in Abilene, Texas deal with Crusoe

It is hard to understate how bold the bet was

Oracle will benefit. With Larry Ellison publicly saying that no Stargate ...

The APAC ramp and Bytedance relationship

Singapore-Johor-Batam hub

Rebranded DayOne in January, its largest customer (by committed power) is, by far, Bytedance. Oracle ranks second, and is DayOne’s only large western customer, as far as we know

We show below how Oracle’s optimized networking configuration, alongside cheaper server price, enables a 20% CapEx advantage over

Does Oracle have a software & technology moat?

Finally, we’ll provide some thoughts on the long-term shape of the industry.

March 26, 2025

The GPU Cloud ClusterMAX™ Rating System

How to Rent GPUs 90%+ Coverage by Rental GPU Value,
GPU Cloud Evaluation Guidelines,
GPU Pricing Updates,
GPU Bubble Burst, CoreWeave IPO, Hyperscalers, AI Neocloud Economics, Neocloud IRR

Consumption Models, Price Per Value, and Availability

North America AI Server Market: Powering the Future of Intelligent Computing

Apr 24, 2025

What Companies Does Nvidia Own?

Nvidia quietly buys more stock in AI infrastructure favorite
Aug 17, 2025

Datacenter Industry Model

https://semianalysis.com/datacenter-industry-model

The rare suitable sites were all pre-leased by Microsoft in 2023 and early 2024

AI HW - Top 30 Cloud GPU Providers & Their GPUs

Identify the most cost-effective cloud GPUs

Top 10 Data Center Companies by Market Cap in 2025

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