AI Revolution -- Oracle -- Health Records -- Insurers -- September 10, 2024

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.