The fourth industrial revolution: industrial revolutions historically run ten years.
StarLink: if you don't believe that about the 4th Industrial Revolution, look into some of StarLink's numbers being reported.
Think NVDA: from Oracle's earnings call -- 100 new data centers --
From yesterday:
The ten billionaires who saw their wealth grow the most in 2023. Link here. The list appears to be ranked by "increase in value (dollars)," not "increase by percent. If by percent, Jensen Huang might have led the list with Zuckerberg still coming in second, but I'm not sure about the math. By dollars:
- top of the list: Elon
- second: Mark Zuckerberg
- third: Jeff Bezos
- rest: Steve Balmer, Larry Page, Sergey Brin, Larry Elison (ORACLE), Jensen Huang, Bill Gates, and Michael Dell
This was back in June, 2023. Elison was buying "tons" of Nvidia chips; now he's renting them out. Brilliant.
Oracle Corp is spending "billions" of dollars on chips from Nvidia Corp as it expands a cloud computing service targeting a new wave of artificial intelligence companies.
Oracle's cloud division is working to gain ground against larger rivals such as Amazon Web Services and Microsoft Corp . To get an edge, Oracle has focused on building fast networks that can shuffle around the huge amount of data needed to create AI systems similar to ChatGPT.
Oracle:
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