Microsoft is mentioned in relation to news about its cloud infrastructure talks with Oracle and its interest in DeepSeek for enterprise AI.
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Nvidia Just DOMINATED ALL AI Stocks (EVEN AMD)
Jun 17, 2026
The creator discusses recent news impacting AI stocks, including a report about Microsoft's cloud infrastructure talks with Oracle and Microsoft's interest in DeepSeek for enterprise AI. Despite some bearish interpretations, the creator remains bullish on AI and believes open-source models will increase demand for AI infrastructure. The focus then shifts to Nvidia, with the creator highlighting an upcoming ML Commons training benchmark.
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AMD is mentioned as an investor in the AI space, alongside Nvidia and Microsoft, in the context of the episode's discussion.
Nvidia is mentioned in the context of an upcoming ML Commons training benchmark, with the creator planning to share information from it.
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