$Oracle(ORCL)$ $Palantir Techn

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glowzi
07-23 09:02

$Oracle(ORCL)$ $Palantir Technologies Inc.(PLTR)$ $NVIDIA(NVDA)$ $Intel(INTC)$ Google's latest earnings after the bell reinforced a clear trend: the company is dedicating $200 billion to AI infrastructure. On a related note, Treasury Secretary Scott Bessent has stated the U.S. aims to grow its share of global AI compute capacity from about 60% to 80% in the coming years. The objective is straightforward—to maintain the country's position as the leading AI superpower for decades to come.

This is a positive development for the broader AI ecosystem, including semiconductors, AI software, hyperscale data centers, compute infrastructure, and energy providers. The AI transformation is still in its early stages. For those who continue to label it a bubble, they might want to reconsider their stance.

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