Oracle Earnings and Chip Demand

Supply Chain & Demand - The industry signals a strong need for supply, with demand outpacing the current production capacity [1] - Hyperscalers are consistently requesting more chips, indicating sustained high demand [1] - Oracle highlights ongoing supply constraints, impacting their operations [12] Oracle's Performance & Strategy - Oracle's backlog is substantial, reflecting a significant shift in the company's trajectory [7] - Oracle's focus on cloud computing provides them with greater flexibility compared to some competitors [10] - Oracle's Cerner transaction and involvement in healthcare are considered interesting and potentially transformative aspects of their business [10] - Oracle's dividend growth is between 10% to 12% annually [11] Tesla & Robotaxi - Tesla is internally targeting June 22nd for the Robotaxi launch in Austin [16] - Tesla's cost per mile for Robotaxi is estimated to be 30% to 40% below Waymo's [18] - Tesla is suing a former engineer regarding Optimus, highlighting the importance of protecting their intellectual property [19] - Tesla plans to deploy thousands of Optimus robots on their factory floors to address manufacturing job shortages [20] US Technology Policy - The US administration is applying an industrial policy to the distribution of technology, balancing promotion and protection [3][6] - Narrowing access to technology could lead to the growth of other ecosystems, potentially reducing the overall market size [4][5] - There is a need to improve the harvesting of rare earths within the US [15]