Part 7/11:
This partnership is particularly crucial because AMD operates predominantly as a second mover—quick to learn from industry shifts and challenge incumbents such as Nvidia. Past cycles reveal AMD’s pattern of stepping into market gaps with innovative, cost-efficient solutions, then disrupting established players. Their ability to rapidly adapt and deliver competitively priced hardware makes them a strategic partner for Oracle, which seeks to counter Nvidia's dominance without developing in-house accelerators or GPUs.