NVIDIA Corp (NVDA)

[Dallas-Cowboys]

I read the Oracle earnings call transcript to get an idea about what Nvidia and Oracle’s announcement might be. I think it will be about a joint venture to provide Countries Government Sovereignty clouds using Nvidia’s GPU and Oracle’s cloud. Oracle already is getting governments business here is what Larry Ellison quoted below about that (at least for now)

“And let me -- let me just have one last thing. Microsoft does not compete for this business. AWS does not compete for this business. Google does not compete for this business.”