Oracle's concentration risk

Now we're getting new details about where most of that demand is coming from. Open AI. Mackenzie Sagalas has got more on the $300 billion deal in today's tech check.Matt, hey Mel. So Sam Alman is now bankrolling a new class of trillion dollar giants. Venture investors out here in Silicon Valley characterize Broadcom and Oracle as sort of the sleeper cells of this boom.Legacy names suddenly reborn as AI power players. Broadcom now sports a $ 1.7% trillion valuation. And even with the sell-off today, Oracle's ...