P Philippe Oger personal blog

NVIDIA frenemy relation with OpenAI and Oracle

philippeoger.com 6 min read

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."

Points

302

HN comments

169

Submissions

1

Cited by

0 commenters

Tech Industry & BusinessAI & Machine Learning2025

Related posts from the same era

Slack has raised our charges by $195k per year

Mahad Kalam20253,406 points1,470 comments details

Statement from Dario Amodei on our discussions with the Department of War

Anthropic20262,920 points1,579 commentscited by 14 details

Claude Fable 5

Anthropic20262,626 points2,159 commentscited by 10 details

Motorola announces a partnership with GrapheneOS

Motorola News20262,358 points884 commentscited by 10 details

Claude Opus 4.6

Anthropic20262,346 points1,031 commentscited by 9 details

.name Termination

Neil Fraser20262,230 points547 commentscited by 4 details