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[@amir](/creator/twitter/amir)
"New: Jensen Huang says renting out Nvidia chips to cloud customers is a great business. .Is it though Internal docs show Oracle gross profit margins on GPUs are challenged"  
[X Link](https://x.com/amir/status/1975580040583868654) [@amir](/creator/x/amir) 2025-10-07T15:12Z 39.4K followers, 2504 engagements


"from @aaronpholmes"  
[X Link](https://x.com/amir/status/1979268072986095885) [@amir](/creator/x/amir) 2025-10-17T19:27Z 39.4K followers, 1589 engagements


"Peter Thiel / Founders Fund plan for AI investing: concentration station"  
[X Link](https://x.com/amir/status/1975215268277489898) [@amir](/creator/x/amir) 2025-10-06T15:03Z 39.5K followers, 1239 engagements


"what Microsoft execs really think abt Oracle's AI cloud plans w/ OpenAI:"  
[X Link](https://x.com/amir/status/1979268070813409457) [@amir](/creator/x/amir) 2025-10-17T19:27Z 39.5K followers, 17.9K engagements


"So much old OpenAI financial data swimming around X. Follow @theinformation for the latest :) e.g. and"  
[X Link](https://x.com/amir/status/1979981692598366602) [@amir](/creator/x/amir) 2025-10-19T18:43Z 39.5K followers, 4545 engagements


"We have received criticism for reporting on Oracle margins on its GPU rentals to OpenAI and others. OF COURSE THEYRE LOSING MONEY ON BLACKWELLS the critics (and Jensen Huang) said. THESE ARE BRAND NEW CHIPS But these critics didnt bother looking at the other issue: making money from renting out non-Blackwell Nvidia chips is super hard for Oracle too"  
[X Link](https://x.com/amir/status/1980006432230793640) [@amir](/creator/x/amir) 2025-10-19T20:21Z 39.5K followers, 102.6K engagements