➀ Tech leaders like Jensen Huang (NVIDIA) and Larry Ellison (Oracle) saw their wealth skyrocket due to massive AI investments, with Huang's net worth peaking at $243B in 2025.

➁ NVIDIA dominates the AI GPU market, powering Meta, OpenAI, and xAI, while Oracle's $300B OpenAI deal propelled Ellison to become the world's richest man.

➂ Meta's shift to AI superintelligence and Musk's xAI ambitions, including plans for 50M GPUs, highlight the intensifying race for AI dominance despite financial and technical hurdles.

➀ Oracle's share price surged 36% after reporting an 'astonishing quarter';

➁ RPO increased 359% to $455 billion, indicating strong future earnings;

➂ Oracle Cloud Infrastructure (OCI) expected to grow 77% to $18 billion this fiscal year.

➀ Choosing server CPUs for databases in 2025 remains complex due to performance factors like core count, cache, and memory hierarchy, alongside database licensing costs;

➁ High licensing fees for enterprise databases (e.g., Oracle, Microsoft SQL Server, SAP HANA) are often tied to CPU cores or memory, making CPU selection critical for cost optimization;

➂ AMD EPYC CPUs exemplify the trade-off between performance and licensing expenses, as vendors design chips to balance database workloads and license-driven cost constraints.

➀ NVIDIA将为Stargate AI超级计算机提供64,000个新的GB200 AI GPU，以支持OpenAI和Oracle；

➁ 这些GPU预计将在2026年交付，总价值22.4亿美元；

➂ Stargate AI超级计算机位于德克萨斯州阿比林，将与Elon Musk的xAI超级计算机竞争。

➀ Open AI, Oracle, and SoftBank plan to invest $500 billion in a joint AI project called 'Stargate'.

➁ This project aims to create 100,000 jobs in America and build 20 datacenters.

➂ The announcement was made following a previous $100 billion data center project by OpenAI and Microsoft.

➀ On January 22, 2025, President Donald Trump announced a $500 billion investment in AI infrastructure at the White House.

➁ This project, called The Stargate Project, aims to build new AI infrastructure in the United States over the next four years, led by SoftBank and OpenAI.

➂ The initiative is expected to secure American leadership in AI, create jobs, and enhance national security.