Last quarter Ellison described how datacenter demand was “insatiable“:Oracle just got an order to take every bit of AI compute they have. Europe, Asia, wherever. Larry Ellison says demand is “almost insatiable.” CapEx is going up and it still won’t be enough. This is the AI infrastructure gold rush. $ORCL $NVDA pic.twitter.com/GZWMJvsUMA— Ben Pouladian (@benitoz)...Read More