According to @StockMarketNerd, Fox Business labeled today’s ORCL "Blackwell rentals" report inaccurate or off base, citing sources familiar with the situation. Source: @StockMarketNerd (X, Oct 7, 2025). @StockMarketNerd adds that this resembles a prior "Azure is canceling leases" headline that later appeared to reflect routine capital allocation adjustments, implying limited fundamental impact at that time. Source: @StockMarketNerd (X, Oct 7, 2025). In context, Blackwell refers to NVIDIA’s next‑generation data center GPU platform used for AI workloads, which Oracle markets through Oracle Cloud Infrastructure, making any rental narrative market‑sensitive for perceived AI capacity. Sources: NVIDIA Blackwell platform press materials (Mar 2024); Oracle announcements on NVIDIA-OCI AI infrastructure collaboration (2023–2024). For trading, the Fox Business pushback suggests reduced headline risk around ORCL’s AI infrastructure exposure for now, with no Oracle official statement cited in the source. Source: @StockMarketNerd (X, Oct 7, 2025).

According to NVIDIAAIDev, a single NVIDIA DGX B200 server equipped with eight Blackwell GPUs has set a new world record by generating over 1,000 tokens per second per user on the Llama 4 Maverick model, the largest and most powerful in Meta's Llama 4 family (source: @NVIDIAAIDev on Twitter, May 23, 2025). This breakthrough in AI inference speed significantly boosts computational efficiency, which is likely to accelerate AI-driven crypto trading strategies and enhance the performance of decentralized AI protocols. The new performance benchmark may drive demand for AI-related crypto tokens and impact the valuation of blockchain projects integrating advanced machine learning models.