Locator: 48559TECH.
Larry Ellison and Oracle were huge points of conversation on CNBC this morning. Again, Cramer's first hour on CNBC is must-watch investing news.
For those that missed it, the following screenshots provide some of that background. ORCL is surging today.
Lots of dots to connect.
First:
Larry Ellison was talking about "huge" data centers, mentioning that "Frontier-size" operations rune $100 billion. And Cramer noted that Nvidia gets 40% of that $100 billion.
Second:
Third: then look at this -- and ask why Nashville?
So, why Nashville? Vanderbilt.
Fourth:
Fifth: but again, why Nashville? Why Vanderbilt? What did Larry Ellison see in Vanderbilt? Maybe this will help. EMR. Electronic medical records.
Sixth: what major health corporation is headquartered in Nashville? HCA, a component of the S&P 500 --
Seventh: and nearby? Louisville, KY. Two hour away? Fourth largest US health insurer: Humana:
Eighth: ten top AI health care companies -- there may be a couple of surprises on this list. Link here. Number 9 caught my eye.
Ninth: and then full circle, bringing us to this --
Tenth: right now, #1 in terminals in hospitals might be Dell. Something tells me Apple would like a piece of that pie. Just one example: link here.
Related, but far off-topic, yesterday:
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Abilene, Texas
Where everything is bigger. Link here.
To put this in perspective, about the biggest AI data center I've seen so far is 800 MW -- this one will be a shopping 1.2GW.
But did you notice the number of GPUs mentioned? 100,000 GPUs in a single integrated network fabric.
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