Is Oracle The New Nvidia?
Sep 10, 2025•20 min
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Summary
The tech world is buzzing with Oracle's remarkable stock surge, propelled by a half-trillion-dollar AI data center backlog that positions it as the 'new Nvidia.' Spotify is finally rolling out lossless audio to premium users at no extra cost, while Apple enhances iPhone 17 security with new memory safety features. Meanwhile, Robinhood is embracing social trading, quantum computing sees a billion-dollar funding round, and a startup is rapidly scaling AI-generated podcasts, producing thousands weekly.Episode description
Larry Ellison becomes the richest person in all the land! Is Oracle the new Nvidia? Spotify finally delivers on lossless audio. Robinhood is going to roll out true social trading. Quantum computing continues to be hot. And the startup that’s taking my AI podcast experiment to the next, logical level.
- Oracle Is the New Nvidia, for Better or Worse (WSJ)
- Spotify adds lossless streaming after 8 years of teasing (The Verge)
- Apple says the iPhone 17 comes with a massive security upgrade (The Verge)
- Robinhood, a Broker Built for Social-Media Age, to Launch Its Own Social Network (WSJ)
- Quantum computing company raises a record $1bn (FT)
- 5,000 Podcasts. 3,000 Episodes a Week. $1 Cost Per Episode — Behind an AI Start Up’s Plan (The Hollywood Reporter)
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