Flowvium

Şirket Karşılaştırıcı

Tedarik zinciri konumu, kurumsal sinyaller ve haber boşluğu puanlarının yan yana analizi.

VS

Piyasa Değeri Seviyesi

MegavsTitan

Zincir Rolü

intermediaryvsleader

Boşluk Puanı

52vs5

IB Faaliyeti

70vs95

Gelir karışımı karşılaştırması

ORCL
NVDA
ORC

Oracle Corporation

ORCL · ai-cloud

intermediaryMega ($100B+)
Tam profil

Hakkında

Oracle is the world's largest enterprise database company, now rapidly growing its cloud infrastructure business (OCI). Massive GPU cluster deals and partnerships with NVIDIA position OCI as a serious contender in AI cloud computing alongside the three hyperscalers.

Kuruluş

1977

Çalışanlar

165,000+

Genel Merkez

Austin, Texas, USA

Gelir

$62.8B

Cloud Services & License Support77%
Cloud License & On-Premise License10%
Hardware5%
Services8%

Haber açığı sinyali

Boşluk Puanı (sessizlik = sinyal)52
IB aktivite puanı70
Medya kapsama puanı48

IB Faaliyeti: MEDIUM

Kurumsal sinyaller

accumulating$382M

BlackRock

2024-08-13

accumulating$192M

BlackRock

2024-08-13

accumulating$205M

BlackRock

2024-08-13

Temel ilişkiler

NVDA· NVIDIA Corporation
supplier
MSFT· Microsoft Corporation
competitor
AMZN· Amazon.com (AWS)
competitor
GOOGL· Alphabet Inc. (Google)
partner
NVD

NVIDIA Corporation

NVDA · semiconductors

leaderTitan ($1T+)
Tam profil

Hakkında

NVIDIA is the dominant designer of graphics processing units and AI accelerator chips. Its data-center GPU monopoly powers the generative-AI revolution, with the H100 and successor Blackwell GPUs serving as the de-facto standard for training and running large language models.

Kuruluş

1993

Çalışanlar

32,000+

Genel Merkez

Santa Clara, California, USA

Gelir

$130.5B

Data Center78%
Gaming12%
Professional Visualization4%
Automotive & Robotics4%
OEM & Other2%

Haber açığı sinyali

Boşluk Puanı (sessizlik = sinyal)5
IB aktivite puanı95
Medya kapsama puanı98

IB Faaliyeti: HIGH

Kurumsal sinyaller

accumulating$6.2B

BlackRock

2024-08-13

accumulating$2.8B

BlackRock

2024-08-13

accumulating$3.0B

BlackRock

2024-08-13

Temel ilişkiler

TSM· Taiwan Semiconductor Manufacturing Company
supplier
005930.KS· Samsung Electronics
supplier
000660.KS· SK Hynix
supplier
MU· Micron Technology
supplier
MSFT· Microsoft Corporation
customer