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Kunst: Nvidia and TSMC have unique offerings, Oracle does not

DeFi Daily News by DeFi Daily News
September 11, 2025
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Kunst: Nvidia and TSMC have unique offerings, Oracle does not
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Sarah Kunst, Managing Director at Cleo Capital, doubts Oracle’s AI revenue promises, citing weak moats, reliance on DC ties, and unproven contracts, contrasting it with Nvidia and TSMC’s unique edge. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g

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