The AI infrastructure shortage is about to explode

And Oracle's earnings today might just prove it...

Hello,

AI companies are rushing to secure computational resources before quarterly earnings reveal the next wave of opportunities.

Oracle's earnings report today comes at a crucial moment as companies transition from AI experiments to production-scale deployments.

The 54% expected growth in cloud infrastructure revenue would validate similar trajectories for other infrastructure providers and signal the start of prolonged heavy spending. Access full story here.

-Christopher

P.S. Major technology companies are preparing for this infrastructure spending boom. You really need to read this before it's too late.