Nvidia, Broadcom and other artificial intelligence names gather on Oracle growth expectations

OracleThe massive growth path to clouds The infrastructure raises all boats.

The expected cloud giant expected high sales To 114 billion dollars In the year 2029, it indicates the demand for artificial intelligence Treatment will remain high over the next few years, and will require Oracle a new building Data centers.

“The 14x ORACLE CLOUD Infra SIM is 5 years ago, most of which are GPU Cloud Remanding, CAPEX guide of $ 35 billion in the 26th fiscal year is Bullish Nvidia, other AI equipment and the environmental system for partners in building and financing GPU Orles data.”

With Oracle shares increased by 40 % on Wednesday, companies that provide chips and systems to build – or even compete with them – see their shares a boom.

NafidiaThat it says that its computers and chips make up about 70 % of the total budget for the artificial intelligence data center, increased by 4 %.

Taiwan semiconductor manufacturerWhich makes NVIDIA chips and others in artificial intelligence, more than 4 % rose during trading on Wednesday after he said sales more 34 % in August.

BroadcomWhich makes network equipment to connect NVIDIA chips together and play a major role in AI chips for companies like Google, up 9 %.

AMD It is the main NVIDIA competitor for graphics processors used in artificial intelligence, although its chips currently have only a small part of the market. Her shares rose 3 %.

Micron,, Which makes the memory used in the most advanced NVIDIA chips, increased 4 %.

Super Migurao and DelBoth make complete server systems around NVIDIA chips, each increased by 4 %.

“The vast majority of our CAPEX investments are for equipment that is generated in revenues that are included in data centers,” said Oracle said on Tuesday.

The biggest winner was one of the new Oracle Countries, CoruvWhich increased by 20 % on the ongoing abundance about the uncertain demand at the expense of artificial intelligence. Neo-CLOUDS against Google, Amazon and Microsoft compete for cloud clients by focusing on providing better access and tools for artificial intelligence.