Stargate JV with $ORCL, SoftBank and #OpenAI  could reaccelerate the arms race in AI. To counter, $GOOGL, $AMZN likely to increase the pace of their custom AI chip deployment which could benefit $AVGO $CRDO $ARM $TSM
#orcl
#ORCL #OpenAI #GOOGL #AMZN #AVGO #CRDO #ARM #TSM