Oracle (NYSE: ORCL) Signals Massive GPU Demand Surge That Could Supercharge Nvidia (NASDAQ: NVDA) Stock - foreignpolicyjournal.com

Oracle's fiscal 2026 results signal a sharp acceleration in AI data center investment, despite cautious market reaction to rising capital expenditures and debt. The company reported a GPU utilization ... Read original →

Oracle’s 97.5% GPU utilization signals AI infrastructure has hit a supply bottleneck, triggering cascading upgrades across HBM memory, advanced packaging, and liquid cooling. U.S. export controls on high-end compute are inflating global supply chain redundancy costs, forcing enterprises into inefficient multi-source chip strategies that bloat capex. In response to Oracle-NVIDIA entrenchment, AMD and Intel may pivot toward custom ASICs or open interconnect alliances like UCIe, while cloud providers accelerate in-house silicon efforts. Over the next 12–24 months, runaway infrastructure spending risks an 'AI capex bubble'—if application monetization lags hardware deployment, second-tier cloud operators could face collapsing asset turnover. Yet NVIDIA’s CUDA moat ensures it captures disproportionate upside in this nonlinear expansion cycle.