🏠/isolve problems/2025/10/15
15

Ключевые события и темы

Основной фокус дня: compute, race, microsoft, miss, oracle, opportunity.

Ссылки:

  • [Эпизод: The AI Compute Race: Microsoft’s Miss and Oracle’s Opportunity](/isolve problems/2025/10/15/The AI Compute Race Microsoft’s Miss and Oracle’s Opportunity)
The AI Compute Race Microsoft’s Miss and Oracle’s Opportunity
Краткое содержание: Source: https://isolveproblems.substack.com/p/the-ai-compute-race-microsofts-miss ============================================================ I don’t know Larry Ellison, the co-founder, executive chairman, and CTO of Oracle Corporation. However, I have a few anecdotes to share. Основные тезисы: - Source: https://isolveproblems.…