NVIDIA and Oracle announced the expansion of Oracle Cloud Infrastructure (OCI) Superclusters using NVIDIA Vera Rubin NVL72 systems to support large-scale AI training and inference. The collaboration now includes general availability of NVIDIA Vera Rubin GPUs and Vera CPUs on OCI, allowing customers to independently scale CPU and GPU resources for efficient AI workloads. This infrastructure supports advanced AI models like OpenAI's GPT-6 Astra and aims to improve performance and flexibility for AI training, inference, and agentic applications. Future plans include introducing NVIDIA HGX Rubin NVL8 systems to provide more deployment options for AI workloads on OCI.
Nvidia Corp shares are trading at USD 218.67 with a 1-day gain of 1.23% as of Oct 27, 2026 23:11 WIB on Pluang, reflecting steady investor interest in the company amid its expansion with Oracle. Oracle Corporation's stock is up 4.36% at USD 131.56, showing stronger short-term momentum despite a majority of Pluang users selling the stock. This collaboration news aligns with Nvidia's typical hold time of 117 days and Oracle's 75 days on Pluang, indicating moderate-term investor engagement.
NVIDIA's Vera CPU is already shipping to major hyperscalers, with management expecting CPU revenue to more than double in fiscal 2028. This growth threatens AMD and Intel, who have long dominated the server and PC CPU markets. NVIDIA's Grace CPU has ...
NVIDIA, Micron, and SanDisk have significantly outperformed the market in 2026, driven by strong demand for AI-related memory and storage products. Analysts have raised their earnings estimates for these companies, with NVIDIA potentially reaching $3...
Broadcom's stock has struggled this year, but optimism is growing due to upcoming AI company IPOs. Anthropic recently filed for an IPO, and OpenAI is expected to follow, potentially raising significant funds. Both companies rely on Broadcom for custo...
Broadcom's stock rose 3% after DA Davidson upgraded it to Buy and raised the price target to $400, citing Anthropic's IPO filing that reveals a five-year, non-cancelable lease deal for AI compute equipment. This deal secures Broadcom as a key supplie...
IREN Limited's stock dropped 33% in 2026 amid a sector-wide selloff and company-specific issues, including infrastructure problems and a disappointing fiscal Q4. Despite this, analysts remain optimistic due to $4 billion in contracted annual recurrin...
