Dec. 22 at 1:33 AM
$OKLO down -57% from October. Once AI cloud infrastructure reignites, she'll be back near
$200 again.
The current financial models are currently struggling to digest how to handle enormous capital needed to hyperscale AI cloud infrastructure, but it's coming.
$MSFT $AMZN $GOOG all confirmed that tens to hundreds of billions will be needed.
$ORCL took some beating by being in that front line, but if funding can come through, ORCL will run like NVDA as the first hyperscale AI cloud could take the biggest piece of the pie.