Guess who's missing out again?
"This year, Oracle will buy GPUs and CPUs from three companies," Ellison said. "We will buy GPUs from Nvidia, and we're buying billions of dollars of those. We will spend three times that on CPUs from Ampere and AMD. We still spend more money on conventional compute."
https://finance.yahoo.com/news/oracle-spending-billions-nvidia-chips-224222667.html