Because Oracle is Experiencing a Boom: Will a Revival at ASML and Süss Microtec Start Earlier?

Oracle's increase of 359% in RPO - essentially future revenues - to $455 billion signals the immense demand for AI infrastructure needed for training AI models and subsequent inference. Quote from CEO Ellison: "Several of the world's leading AI companies have chosen Oracle to build large GPU-centered data centers for the training of their AI models. The reason for this is that Oracle builds gigawatt-scale data centers that are faster and more cost-effective for training AI models than any other provider worldwide.” Additionally, inference...