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Oracle's recent disclosure that its fleet of over 300,000 GPUs operated at 97.9% utilization during the quarter ending August 31 offers compelling evidence of a global shortage of NVIDIA's AI chips. While NVIDIA has repeatedly claimed full utilization across its cloud platforms, Oracle’s data provid

NVIDIA Oracle AI chips Data centers Semiconductor supply chain Cloud computing GPU utilization Chip shortage

Oracle (NYSE: ORCL) Reports 97.9% GPU Utilization As Nvidia (NASDAQ: NVDA) Chip Shortage Becomes Impossible To Ignore - foreignpolicyjournal.com

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www.foreignpolicyjournal.com 2026-09-13

Weekend Round-Up: Nvidia's Bold Claims, Oracle's Earnings Pop and Apple's New iPhone Launches - TradingView

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www.tradingview.com 2026-09-13

Weekend Round-Up: Nvidia's Bold Claims, Oracle's Earnings Pop and Apple's New iPhone Launches - Benzinga

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www.benzinga.com 2026-09-13

Oracle's AI Chips Ran 97.9% Utilized Last Quarter. For Nvidia, That Is What a Shortage Looks Like. - The Globe and Mail

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www.theglobeandmail.com 2026-09-13

Oracle's AI Chips Ran 97.9% Utilized Last Quarter. For Nvidia, That Is What a Shortage Looks Like. - The Globe and Mail

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www.theglobeandmail.com 2026-09-13

Oracle's AI Chips Ran 97.9% Utilized Last Quarter. For Nvidia, That Is What a Shortage Looks Like. - The Globe and Mail

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www.theglobeandmail.com 2026-09-13

Oracle's AI Chips Ran 97.9% Utilized Last Quarter. For Nvidia, That Is What a Shortage Looks Like. - The Motley Fool

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www.fool.com 2026-09-13

Oracle Renews 4-Year-Old GPUs at 20% Premium—HBM Demand Expands to Big Tech - finance.biggo.com

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finance.biggo.com 2026-09-13

Notable tech headlines for the week: Apple, Nvidia, Oracle in focus - TradingView

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www.tradingview.com 2026-09-12

This week, the tech sector remained in the spotlight with major developments from Apple, NVIDIA, and Oracle. Apple unveiled its new foldable iPhone Duo and iPhone 18 Pro, sparking market speculation over pricing and design strategy. Despite rising memory costs, Apple increased prices for older model

Apple product launch NVIDIA AI growth Oracle earnings beat Semiconductor industry Artificial intelligence Tech stock performance Chip technology Data center capacity

Oracle Just Added $30 Billion in AI Contracts. Nvidia Investors Should Read the Fine Print - Yahoo Finance

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finance.yahoo.com 2026-09-12

Here are Friday's biggest analyst calls: Nvidia, SpaceX, Tesla, Palantir, Shopify, Oracle, Dell, Rocket Lab & more - CNBC

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www.cnbc.com 2026-09-11

Nvidia CEO Jensen Huang Said Nvidia Compute Is 'Fungible, Durable and Highly Rentable' — Now Oracle CEO Stands Impressed as 4-Year Old GPUs Fetch 20% Premium - Yahoo Finance

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finance.yahoo.com 2026-09-11

TSMC, Cooper Cos., American Eagle, Oracle, and More Stocks That Explain Today’s Market - Barron's

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news.google.com 2026-09-10

Oracle, Adobe, Micron, Alphabet and Nvidia are part of Zacks Earnings Preview - finance.yahoo.com

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finance.yahoo.com 2026-09-08

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