Kunst: Nvidia and TSMC have unique offerings, Oracle does not

Sarah Kunst, Managing Director at Cleo Capital, doubts Oracle’s AI revenue promises, citing weak moats, reliance on DC ties, and unproven contracts, contrasting it with Nvidia and TSMC’s unique edge.

By: CNBC Television
Title: Kunst: Nvidia and TSMC have unique offerings, Oracle does not
Sourced From: www.youtube.com/watch?v=LYCV9fg6f_Q

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