Could Oracle capture all OpenAI’s compute by 2027? Implications for Mi...

Oracle’s RPO jumped by $320bn QoQ, which the WSJ tied to a 4.5GW, $300bn, 5-year contract with OpenAI starting in 2027. In the note below, we show how this compares with leaked projections of OpenAI’s compute needs.

Robotaxi Headed To Vegas; Is the Expansion Upon Us?

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DRAM, Memory: Taiwan DRAM makers to eye 20-50% Q4 Px hikes amid DDR4 squeezeView: The Commercial Times suggests DDR4 contract prices could rise another 20%–50% in Q4 off of already elevated levels. Specifically, Nanya reportedly raised contract prices 70% Q/Q in Q3 and is set for another 50% increa

Oracle RPOs: Beginning of the bubble... or beginning of the AI era?

Dear all, After we spent the day trying to figure out where AI compute would sit over the next 10 years, Oracle blessed us with a powerful datapoint: Half a trillion dollar RPOs. We pulled out a note overnight digging into what we learnt last night and confronting it to our deep understanding of the current AI infrastructure landscape. Very interesting findings emerged, follow the link below for details.

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Alphabet (GOOGL, Buy, $275 target) AI Mode’s 1st non-English languages...

Yesterday, GOOGL announced that AI Mode is now available in five new languages, the first ones after English. This followed the launch of a new URL (google.com/ai) for AI Mode last Friday, and some intriguing comments from a GOOGL executive on social media afterwards about the potential for AI Mode being made default, which continues to be a popular question from investors.

XPUs: Sizing the upside for Broadcom and the downside for Nvidia

Broadcom disclosed last week a $10bn AI rack order for 2H26 (widely linked to OpenAI) and signaled growth in their AI division could accelerate further in 2027. In this note, we break down what this could mean for the ASIC vs. GPU battle and the future structure of the AI compute market, looking in particular at the addressable market of in-house ASICs.

Bible 2Q25 – Hyperscale & Cloud: 2026 capex expectations up 19%, $3-4t...

Today, we are publishing the Hyperscale & Cloud section of our 28th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on Enterprise IT and Foundry. Hyperscale capex grew 70% YoY. Most raised 2025 guides, and confirmed sustained spending in 2026, lifting expectations....

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While this feature will only be offered in select cities (for now), comes with several limitations (to protect drivers and users) and is unlikely to represent a significant share of payments, we believe this will increase transport accessibility and reflects the continued relevance of cash for cert

Wedbush Morning Call - Sep 08 2025 6:54AM

Market Poised for Additional Gains; Liquidity Still Fueling Growth

Broadcom 3FQ25: ASIC adoption accelerating at Google, Meta & OpenAI. B...

Broadcom reported 3FQ25 yesterday.

Could Broadcom XPUs ramp to 50% of infrastructure deployed by clients ...

Broadcom announced yesterday a $10bn AI rack order (likely OpenAI), for inference, and hinted growth could accelerate in 2027.

Is Broadcom XPUs set to capture 45% of OpenAI infrastructure deploymen...

Broadcom announced a $10bn ramp at a new client in the second half of 2026.

A closer look at chip purchases and installed bases And the relative ...

We are getting more questions about each company’s share of GPU purchases, and especially how it could impact capacity constraints at Cloud divisions (especially AWS).

Wedbush Morning Call - Sep 05 2025 7:07AM

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Foxconn, NVDA: August sales suggest continued AI momentumView: While overall sales slipped slightly M/M, AI sales remained robust with Foxconn noting it saw customers pull in shipments and reiterating it expects rack shipments will increase 3X. We see this news as indicative that near-term momentum

Robotaxi App Now Available To US iPhone Users; Tops Free Travel App Li...

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