Saturday, October 18, 2025

Hyperscalers, LDCs -- x -- Overnight -- October 18, 2025

Locator: 49429LDC.

LDCs: 

  • highly recommend one scroll through x today to see just how amazing the fourth (sixth) industrial revolution is / has been. 

GDP: 

Nvidia:

  • completely out of China; link here.
  • first MIA Blackwell chips are now coming out of TSMC Arizona 
  • most advanced AI silicon on Earth now being built under US supply chains: link here. 

TSMC:

Oracle: 

  • right now, perhaps the most fascinating company 
  • projected: revenue to surge -- link here; 
  •  OCI: Oracle Cloud Infrasructure; it has its own wiki page; top ten per ChatGPT
  • top eight (8): 
    • AWS: 30% share in 1H25; $30 billion in 2Q25
    • Microsoft Azure: 22% share; $30 billion
    • Google Cloud (GCP): 13% share; $13 billion
    • Alibaba Cloud: 7% share globally
    • Oracle Corporation Cloud Infrastructure (OCI): 3% share; $6 billion 
    • IBM Cloud: 2% global
    • Tencent Cloud: 2% global
    • Salesforce Cloud: 2% share 
  • top four control 70%: AWS, MSFT, GOOG, Alibaba 

Hyperscalers: 

  • the Big 5 in cloud computing; 
  • the three largest report earnings in two weeks; 
  • nice chart: Oracle, MSFT Azure, Google Cloud, Alibaba Cloud, AWS. Link here. 

Fracking:

  • a revival!
  • TechCrunch: long article; powering LDCs. Link here.

Investing:

NIMBY - not! Energy, "can-do" attitude, money, Musk, Stargate: TEXAS is the state to watch. 

Screenshots from links above:











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Tickers

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Chatbots and The Drudge Report

Years ago, I would check in with The Drudge Report several times per day. In the past two years, I have not visited The Drudge Report once. Actually, that's not true: about a month ago, I clicked on The Drudge Report one time, just to see if The Drudge Report had changed its format. It had not, as far as I could tell.

AI prompt:

Are Drudge Report page views dropping because of chatbots? 

AI reply:

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