Philippe Oger

philippeoger.com

I'm an experienced Python developer with a deep specialization in data. I'm passionate about leveraging data to drive business insights and innovation. I'm also enthusiastic about the AI revolution and its transformative potential across industries.

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NVIDIA frenemy relation with OpenAI and Oracle

2025302 points169 comments Tech Industry & Business details

I’ve spent the last 48 hours completely falling down the rabbit hole of NVIDIA’s Q3 Fiscal 2026 earnings report . If you just skim the headlines, everything looks perfect: Revenue is up 62% to $57 billion, and Jensen Huang is talking about a "virtuous cycle of AI."