The Exchange cover image

The AI Daisy Chain, Memory is the New Metals, and a Short Shutdown? 2/2/26

The Exchange

00:00

Oracle Raises Funds for AI Data Centers

Kelly covers Oracle's $45–50 billion raise plan for AI capacity and market reaction versus Nvidia's OpenAI investment pause.

Play episode from 12:49
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app