UBS Predicts NVIDIA to Secure $20 Billion in Orders from Texas AI Hub
1 week ago / Read about 0 minute
Author:小编   

UBS issued a research report on Monday, highlighting NVIDIA and Oracle as the primary beneficiaries of the Texas-based 'Stargate' AI data center initiative. The report estimates that this project could yield as much as $20 billion in GPU sales for NVIDIA and add over $2 billion to Oracle Cloud Infrastructure's (OCI) revenue.