[srhngpr]

I'm struggling to understand the narrative around how Oracle is being positioned as a rival to Nvidia in the context of AI, or AI in general: https://finance.yahoo.com/news/nvidia-may-have-a-rival-on-th...

"Oracle is clearly leveraging a number of advantages in its cloud software/hardware businesses to attract the largest of the AI enterprises, including OpenAI, xAI, Meta, NVIDIA and AMD,"

What exactly are these advantages?

[qcnguy]

Fast networking, not competing with NVIDIA, not competing with the big labs.