Milk Road AI cover image

The AI Trade Isn’t Over: Why We’re Only in Year 3 of a 10-Year Buildout w/ Dan Ives

Milk Road AI

00:00

Oracle, Data Centers, and Buying Dips

Dan discusses Oracle's delayed data centers, long-term role in AI, and using dips as investment opportunities.

Play episode from 14:47
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app