Oracle Rises 5% as Google TPUs Come to Oracle Cloud and NVIDIA Deal Expands; Amazon Nudges Higher, Microsoft Treads Water - 24/7 Wall St. - The AI Hardware Show

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## Episode Summary In this episode, we cover: - **Oracle Rises 5% as Google TPUs Come to Oracle Cloud and NVIDIA Deal Expands; Amazon Nudges Higher, Microsoft Treads Water - 24/7 Wall St.** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMi9AFBVV95cUxQbUZPSkFxbExpR25ZVDBtcGxjVUtKbGVFVW1hUnJXVjFlSnFKa2VNSzVkNllxWkRIVTY2NXlYUGlPS3lRUzQ1aHEtTVl4d2Vha2dSWkluYmwtZVhSY2kyLVJqYURtOERSQUZQSkpFeG1UVldtUXlUT3hiS1lQMEZzSm9BVTRqYmRRc0U4ZnktRnJoU0JuVlg5UVAwS1pGc05IREpxMFY2SGJJWnZRUUhqakRSbVFPN1lZWlVZQncxbXhjV3l0Yzh5cWtxRUJXeGF0blpFNEJEN0VlRW9kVl9CV3g4bXAwTUl5Y1pISlY3bnJ2RVVy?oc=5) - **Meta strikes AI chip deal with AMD days after committing to deploy millions of Nvidia GPUs - CNBC** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMipwFBVV95cUxOc2ppUVhkZU03cXN4cUNwS3RXdEJJcmJST1RBUnBIcEhOd1E0VFBNekFoVjRKelJGeWEwckZlLXVJVGY5TEpiT0dELU5aaG0tNktmbzF6bXNXclQ5Q1E4SDdWM2p1UXd6NzJ1dWF5MFhnN1RDNDVpdTFqUmhLaU5ZMEdIQ3Rnbi1lZ0FCNVhET25sblVxSlFZTjU4RzZzLWhDcXFRUFJmWdIBrAFBVV95cUxQbU1GQm44YUdzT19wdVhFS1A4N25LMnp5NmlnMS1vZEZLdktUa2pCNlRkOElYYnNPSGxTcGNKeHA3QktGc0ZNVDYxTlNEZ01GM1phYUMwWEprU2htcjltSEFJa0FLLUkzZUIzN3F6N2NnTDNqSlZBVk9xYXJfM1M5d25TOGJaM0lHcURLZllvUjFUb1M2ZC1rMUFEUjYxcV9rdTdwQWg0cUtUSEpy?oc=5) - **TSMC Revenue Rises 53% as AI Chip Demand Outstrips Supply - Bloomberg.com** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiqwFBVV95cUxPYl9WbFZJWVZKbXo0TnhxTjVzWGxBRk54QTA0VW8wZm9CZFhZMDZNdWdsT2R6dGpkMVNVUkpsNmJfREgyOG82UllIclZRNjZTTUR6RExJbWFoSVg1QzVyWDF0eW1TeWN6LVBrNGttZGtWd3ljdHZqNjhkUnpaSE5vMmxrZWUyWlhYdWFjMTN6ZW5sUFlsVjV2Zl9jM0JwS0VwMnRZcFZWX3pQMGs?oc=5) - **Outperformed NVIDIA Without HBM… HyperExcel Validates AI Chip with Naver - 머니투데이** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMibkFVX3lxTFAzWEVpQW1zVjdKVThjbk5ndHh3WDFkODFCRTF0YXhoa1VJeHYtREFJRFJoQkR0NERKTm1HWG5lSkFybkFnUnB4MmdWaVk0bHNHRHB1RzhLcWlPZjE0TWFuaUFHUjZfV1dYaE5EdmdB?oc=5) - **OpenAI Said to Plan Google TPU Purchase, Testing Its $100 Billion Nvidia Ties - BigGo Finance** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMidkFVX3lxTFBJTVRSUF9ucktEMHVRVDJ2UENndWJNQjc4NktXVFVkNUdnNldxN2NiN2J5NlJianRMMExoZ3Y4QURYNGYzZkNkSk8tR1k2ZXZTVWlwejM4R2k5MWtqbmFlZElKMVVmWDJtSVluRWhzQURwWjE5dGc?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

Oracle Rises 5% as Google TPUs Come to Oracle Cloud and NVIDIA Deal Expands; Amazon Nudges Higher, Microsoft Treads Water - 24/7 Wall St.

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