Subscribe
Sign in
Home
Notes
Fintech
Software
Semis
Geopolitics
AI infrastructure
Data centers
Robots
Bitter Truth
Energy
About
data centers
Oracle delivers another strong earnings report and kills software subscription model
The Q4 report confirmed massive demand for compute. Larry Ellison also wants to revolutionize healthcare management.
Jun 10
•
Edge Of Power
7
5
2
Why NVIDIA’s Post-Earnings Flatline Signals a Major Buying Opportunity
How NVIDIA builds its own cloud, strips market share from AMD and Intel, and launches its robotics monetization engine
May 21
•
Edge Of Power
9
2
FuelCell Energy (FCEL) Is Surfing a Data Center Wave It’s Not Actually On
Actual data center revenue must replace commercial proposals. A paper pipeline and declining R&D spend won't be enough to sustain investor interest.
May 18
•
Edge Of Power
7
1
NVIDIA Drafts IREN for the Power Grab: Will the Stock Price Follow?
NVIDIA is assembling its Shadow Cloud against competitors, which could help IREN secure new deals.
May 8
•
Edge Of Power
9
2
2
Why Hut 8 is Selling Better Than Cipher Mining
Why Cipher is pivoting its business model and do they have the cash to pull it off?
May 6
•
Edge Of Power
8
3
The AI Networking Cycle: Why Celestica (CLS) Is The Critical Link For AMD And Hyperscalers
From contract manufacturer to AI design powerhouse: Evaluating the Q1 guidance raise and why current market volatility creates a rare accumulation…
May 4
•
Edge Of Power
3
2
Oracle ($ORCL): The Meta-Morphosis. Why Larry Ellison is Chasing 40% Margins in the AI Cloud Era
The Quest for the $1T Club through Radical Transformation: No Room for Error.
Apr 20
•
Edge Of Power
13
4
Why IREN Is Buying 50,000 GPUs Without a New Contract
Inside the strategy behind IREN’s massive GPU expansion.
Mar 5
•
Edge Of Power
6
2
NVIDIA is bailing out CoreWeave. Independence of Neoclouds is dead.
NVIDIA has officially solidified its transition toward a vertical trust model, utilizing CoreWeave as a vehicle for direct expansion into the cloud…
Jan 27
•
Edge Of Power
18
5
4
Why GE Vernova Is the Stock That Survives Every Market
Why GE Vernova Is the Stock That Survives Every Market
Dec 14, 2025
•
Edge Of Power
11
2
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
