Oracle is seeking new AI server manufacturing partners in Taiwan to help it with $455 billion in RPOs (remaining performance obligations), including $300 B from OpenAI, $20 B from Meta, media report, noting its main suppliers are Foxconn and Mitac, but it has now added Quanta and Wiwynn. 1/2 $Oracle(ORCL.US) $Amazon(AMZN.US) $Alphabet(GOOGL.US) $Meta Platforms(META.US) $Microsoft(MSFT.US) #AIservers #Foxconn #Mitac #Quanta #Wiwynn
Source: Dan Nystedt
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