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Sunday, 14 December 2025

How Oracle's massive Stargate deal with OpenAI has pushed Oracle to the center of the AI boom, turning its market cap into a barometer on AI sentiment (Bloomberg)

Bloomberg:
How Oracle's massive Stargate deal with OpenAI has pushed Oracle to the center of the AI boom, turning its market cap into a barometer on AI sentiment  —  Silicon Valley is in the midst of another epic boom, and Larry Ellison has Oracle right at the center of it, for better or worse.



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Demis Hassabis says Chinese AI companies are about six months behind leading western labs and the response to DeepSeek's R1 was a "massive overreaction" (Bloomberg)

Bloomberg : Demis Hassabis says Chinese AI companies are about six months behind leading western labs and the response to DeepSeek's ...