بهمن شفیق

۱۴ مهر ۱۴۰۴

۶ اکتبر ۲۰۲۵

Oracle

https://finance.yahoo.com/news/why-shares-oracle-soaring-100000150.html

B
ut it wasn't the revenue or earnings results that sent the stock skyward. In fact, quarterly revenue of $14.9 billion was up 12% from a year ago but still slightly below Wall Street's expectations of $15 billion. And earnings per share of $1.47, up 6% from last year, came in a penny below expectations.

All that mattered little. It's the backlog of business that stunned the market and sent the share price soaring.

Oracle said it expects revenue from its cloud infrastructure unit to surge 77% this year, to $18 billion. It also posted a huge surge in bookings in the latest quarter and signed four multibillion-dollar contracts with three different customers in the quarter.

The company's remaining performance obligations -- expected future revenue from signed contracts that has not yet been collected -- surged during the quarter to $455 billion, a jump of 359%.

Nvidia:

https://www.macrotrends.net/stocks/charts/NVDA/nvidia/number-of-employees

NVIDIA total number of employees in 2025 was 36,000, a 21.62% increase from 2024.

NVIDIA total number of employees in 2024 was 29,600, a 12.99% increase from 2023.

Open AI

https://www.linkedin.com/posts/stephenbklein_breaking-openai-announces-strategic-milestone-activity-7315135762029498369-s1WY

April 8, 2025 — OpenAI today leaked it has reached a major organizational milestone, growing its headcount to an estimated 5,328 full-time employees, according to a composite of industry reports and internal alignment telemetry.

This represents a 592% increase in headcount since November 2023, when the company reported just 770 employees.

https://www.investopedia.com/openai-is-worlds-top-startup-with-500b-valuation-after-employee-share-sale-11822885

OpenAI has reportedly finalized a secondary share sale that values the artificial intelligence company at $500 billion, making the ChatGPT owner the world's most valuable startup ever.

The share sale, which allows employees to cash out, comes just months after OpenAI CEO Sam Altman said that Meta Platforms (META) was poaching the company's AI staff with signing bonuses as high as $100 million.

https://sqmagazine.co.uk/how-many-people-work-at-openai/

Trump Silicon Valley, Sep. 5

https://fortune.com/2025/09/05/trump-tech-dinner-full-attendee-list/

Trump asked Mark Zuckerberg directly, for instance, how much he was planning on committing to the U.S., and the Facebook founder responded with $600 billion through 2028.

The 40-year-old CEO of OpenAI, the company behind ChatGPT, thanked Trump for the administration’s support of OpenAI’s $500 billion Stargate Project infrastructure initiative with SoftBank and Oracle. The U.S. Department of Defense recently awarded OpenAI a $200 million contract for AI tool development.

https://www.fortunebusinessinsights.com/graphic-processing-unit-gpu-market-109831

The global graphic processing unit (GPU) market size was valued at USD 48.38 billion in 2023 and is projected to grow from USD 61.58 billion in 2024 to USD 461.02 billion by 2032, exhibiting a CAGR of 28.6% during the forecast period. North America dominated the GPU market with a market share of 34.99% in 2023.

Weaponized economy

https://www.foreignaffairs.com/united-states/weaponized-world-economy-farrell-newman

U.S. President Joe Biden also used weaponization as an everyday tool of statecraft. His administration took Trump’s semiconductor export controls to a new level, deploying them first against Russia, in order to weaken Moscow’s weapons program, and then against China, denying Beijing access to the high-end semiconductors it needed to efficiently train artificial intelligence systems. According to The Washington Post, a document drafted by Biden administration officials intended to limit the use of sanctions to urgent national security problems inexorably shriveled from 40 pages to eight pages of toothless recommendations. One former official complained of a “relentless, never-ending, you-must-sanction-everybody-and-their-sister . . . system” that was “out of control.”

Although the Trump administration abandoned this grand technocratic master plan, it certainly has not abandoned the goal of U.S. dominance and control of chokepoints. The problem for the United States is that others are not sitting idly by. Instead, they are building the economic and institutional means to resist.

Eric Schmidt

https://www.wsj.com/opinion/agi-could-usher-in-a-new-renaissance-physics-math-econ-advancement-ed71a02a

By Eric Schmidt

Feb. 28, 2025 2:05 pm ET

The advent of AGI could herald a new renaissance in human knowledge and capability. From accelerating drug discovery to running whole companies, from personalizing education to creating new materials for space exploration, AGI could help solve some of humanity’s most pressing challenges.

https://www.nytimes.com/2025/08/19/opinion/artificial-general-intelligence-superintelligence.html

Aug. 19, 2025

It is uncertain how soon artificial general intelligence can be achieved. We worry that Silicon Valley has grown so enamored with accomplishing this goal that it’s alienating the general public and, worse, bypassing crucial opportunities to use the technology that already exist. In being solely fixated on this objective, our nation risks falling behind China, which is far less concerned with creating A.I. powerful enough to surpass humans and much more focused on using the technology we have now. … while A.I. capabilities have made extraordinary leaps since the debut of ChatGPT in 2022, science has yet to find a clear path to building intelligence that surpasses humans.

AI Investment

https://www.ineteconomics.org/perspectives/blog/the-ai-bubble-and-the-u-s-economy-how-long-do-hallucinations-last

During 2024 and 2025, Big Tech firms invested a staggering $750 billion in data centers in cumulative terms and they plan to roll out a cumulative investment of $3 trillion in data centers during 2026-2029 (Thornhill 2025). The so-called “Magnificent 7” (Alphabet, Apple, Amazon, Meta, Microsoft, Nvidia, and Tesla) spent more than $100 billion on data centers in the second quarter of 2025

The surge in corporate investment in “information processing equipment” is huge. According to Torsten Sløk, chief economist at Apollo Global Management, data center investments’ contribution to (sluggish) real U.S. GDP growth has been the same as consumer spending over the first half of 2025 (Figure 2). Financial investor Paul Kedrosky finds that capital expenditures on AI data centers (in 2025) have passed the peak of telecom spending during the dot-com bubble (of 1995-2000).

Following the AI hype and hyperbole, tech stocks have gone through the roof. The S&P500 Index rose by circa 58% during 2023-2024, driven mostly by the growth of the share prices of the Magnificent Seven. The weighted-average share price of these seven corporations increased by 156% during 2023-2024, while the other 493 firms experienced an average increase in their share prices of just 25%. America’s stock market is largely AI-driven.

Nvidia’s shares rose by more than 280% over the past two years amid the exploding demand for its GPUs coming from the AI firms; as one of the most high-profile beneficiaries of the insatiable demand for GenAI, Nvidia now has a market capitalization of more than $4 trillion, which is the highest valuation ever recorded for a publicly traded company. Does this valuation make sense? Nvidia’s price-earnings (P/E) ratio peaked at 234 in July 2023 and has since declined to 47.6 in September 2025 — which is still historically very high (see Figure 3). Nvidia is selling its GPUs to neocloud companies (such as CoreWeave, Lambda, and Nebius), which are funded by credit, from Goldman Sachs, JPMorgan, Blackstone and other Wall Street private equity firms, collateralized by the data centers filled with GPUs. In key cases, as explained by Ed Zitron, Nvidia offered the neocloud companies, which are loss making, to buy unsold cloud compute worth billions of U.S. dollars, effectively backstopping its clients — all in the expectation of an AI revolution that still has to arrive.

Likewise, the share price of Oracle Corp. (which is not included in the “Magnificent 7”) rose by more than 130% during mid-May and early September 2025 following the announcement of its $300 billion cloud-computing infrastructure deal with OpenAI. Oracle’s P/E ratio shot up to almost 68, which means that financial investors are willing to pay almost $68 for $1 of Oracle’s future earnings. One obvious problem with this deal is that OpenAI doesn’t have $300 billion; the company made a loss of $15 billion during 2023-2025 and is projected to make a further cumulative loss of $28 billion during 2026-2028 (see below). It is unclear and uncertain where OpenAI will get the money from. Ominously, Oracle needs to build the infrastructure for OpenAI before it can collect any revenue. If OpenAI cannot pay for the enormous computing capacity it agreed to buy from Oracle, which seems likely, Oracle will be left with the expensive AI infrastructure, for which it may not be able to find alternative customers, especially once the AI bubble fizzles out.

Russia Gaza

https://johnhelmer.net/the-clock-tells-the-truth-russia-issues-three-responses-to-the-gaza-plan-in-three-and-a-half-hours/

https://johnhelmer.net/hamas-answers-president-putins-questions-on-the-trump-plan-for-gaza/

Putin:

Claiming he had not “looked at this proposal so carefully yet”, Putin enumerated his questions: “First: How long will this international administration work? How and to whom will power be transferred later? As far as I understand, this plan outlines the possibility of transferring power to the Palestinian Authority. In my opinion, it would be better, of course, to put everything under the control of President [Mahmoud] Abbas and the current Palestinian administration. It may be difficult for them to resolve the security issues. But so far as I can imagine, my colleagues, with whom I spoke on this topic today, envisage the possibility of transferring control over the Gaza Strip, including to the local militia, to ensure security. Is this bad? In my opinion, this is a good thing.”

Hamdan rejects any role for the foreign “board of peace”, proposed by Trump in his plan, and any role as a foreign overseer or viceroy for Blair, whether in his pyjamas or out of them.

https://ria.ru/20251002/tramp-2045728066.html

Peter Akopov

Trump's Ultimatum: Everyone is Ready to Agree, but No One is Ready to Comply

Disillusioned with the possibilities of resolving the conflict in Ukraine, Donald Trump focused on the Middle East, unveiling a" peace plan " for Gaza.

One hundred years ago, the Anglo-Saxons were convinced that it was necessary to agree to the creation of a homeland for the Jewish people in the land of Palestine, and they imposed it on the Arabs, who were then under their control. This homeland eventually led to the creation of millions of Palestinian refugees and decades of Israeli resistance to the establishment of Palestine. However, what would happen if the Anglo-Saxon elite's preferences and geopolitical calculations changed, and they began to pressure Israel to create a Palestinian homeland? Not under Trump, but his plan to bring the Anglo-Saxons back to the Holy Land could be the first step towards that.

https://vz.ru/world/2025/10/4/1364365.html

Vzglad

Semenov emphasizes that many people, including Hamas, do not agree with the plan, which indicates that Netanyahu has lost.

"The issue is that Hamas accepted the plan with reservations, which Trump chose to ignore.

Hamas rejected its disarmament, the idea of creating a transitional administration to manage activities in the Gaza Strip, and so on. In other words, what Hamas agreed to cannot be considered part of Trump's plan, which consists of two dozen points. The compromise was reached only on the first points regarding the exchange of prisoners. In response, the American administration pretended that Hamas had agreed to the plan," the orientalist explained.

Semenov emphasizes that the Trump plan is no longer in place, and alternative solutions will be considered during the upcoming negotiations in Egypt. "Instead of an international transition administration, there is a return to the idea of a technocratic Palestinian government. The question is, who will ensure the security of Gaza? How will the withdrawal of Israeli troops be implemented? In any case, it will be a new plan. As I understand it, the Arab countries have pressured Trump, and a new settlement scheme is being developed," concludes the speaker.

https://tadarok.org/audio/تدارک/صدا-و-تصویر/حباب-می%E2%80%8Cترکد-کازینوکاپیتالیسم-و-هوش-مصنوعی-و-معضل-انباشت

https://tadarok.org/audio/تدارک/صدا-و-تصویر/خار-و-میخک-طوفان-الاقصی-و-طلیعه%E2%80%8Cهای-انقلاب-اجتماعی-آینده