公司比較
並排比較供應鏈位置、機構信號和新聞間隙評分。
市值區間
鏈條角色
間隙評分
IB活動
營收結構比較
簡介
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.
成立時間
1977
員工人數
165,000+
總部
Austin, Texas, USA
營收
$62.8B
新聞缺口信號
IB活動: MEDIUM
機構信號
BlackRock
2024-08-13
BlackRock
2024-08-13
BlackRock
2024-08-13
關鍵關係
簡介
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.
成立時間
1993
員工人數
32,000+
總部
Santa Clara, California, USA
營收
$130.5B
新聞缺口信號
IB活動: HIGH
機構信號
BlackRock
2024-08-13
BlackRock
2024-08-13
BlackRock
2024-08-13