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> There’s one key difference in my opinion The other difference (besides Sam's deal making ability) is, willing investors: Nvidia's stock rally leaves it with
by ignoramous 1y ago
> There’s one key difference in my opinion
The other difference (besides Sam's deal making ability) is, willing investors: Nvidia's stock rally leaves it with a LOT of room to fund big bets right now. While in Oracle's case, they probably see GenAI as a way to go big in the Enterprise Cloud business.