The trend that you described around smaller defence tech startups is happening in many countries nowadays. I think that the demand for defence led to governments being more open to working with smaller suppliers. I've recently seen an article in The Economist about a similar trend in the UK. Here's the article: https://www.economist.com/britain/2025/03/19/why-british-spooks-are-reaching-out-to-the-private-sector
I think that they mention that in the US, there's a somewhat similar trend too. Not sure about Canada, but I saw at least one example of something like this as well.
This is a fascinating analysis of how Oracle and Nvidia are making Israel central to their corporate strategies. The contrast between their public support and other tech giants' more cautious approaches is telling. I think the key insight here is that both companies see Israel as a testbed for future technologies - Oracle for sovereign cloud and mission-critical systems, Nvidia for next-gen AI. The Avinatan Or story really highlights how Nvidia's culture goes beyond just business calculatons. That said, I wonder how sustainable this approach is if regional tensions escalate further. The campus expansion in northern Israel seems bold given the proximity to potential conflict zones. Still, the bet on Israel's engineering talent and resilience infrastructure appears to be paying off for shareholders so far.
The Avinatan Or story is powerful - the fact that Jensen Huang personally mentioned his name in quarterly meetings for two years shows leadership that goes beyond corporate PR. What's strategically fascinatin is Oracle's sovereign cloud positioning here. Building hardened underground data centers in Jerusalem isn't just about serving Israel - it's creating a reference architecture for governments worldwide worried about data sovereignty and resilience. The contrast with other Big Tech is stark. While Amazon stayed silent about their own hostage and Google/Microsoft wavered, Oracle and Nvidia made explicit strategic bets. That willingness to take moral stances while others hedge is increasingly rare in tech leadership. The payoff isn't just in stock price but in deep institutional relationships with defense and government sectors globally.
Really compelling piece that connects the moral and strategic dimensions. What strikes me is how Oracle and Nvidia have turned geopolitical risk into competitive advantage - their 'stress-testing' approach in Israel creates infrastructure resilience credentials that can be marketed globally. The Avinatan Or story is powerful, but equally revealing is the contrast with Google and Microsoft's more cautious posture. Oracle's underground data centers in Jerusalem are genius positioning for the sovereign cloud market, especially as governments worldwide look for alternatives to hyperscale providers. The Jensen Huang quarterly mentions of Or show genuine leadership rather than performative gesturing. The defense startup boom you mention - hundreds since October 7 - suggests a fundamental shift from hardware-first to software-first dfense innovation. Really excellent analysis.
The Avinatan Or story crystallizes the difference between companies that view employees as resources versus those that see them as commitments. When Jensen personally mentioned Or's name in quarterly calls for two years, that wasn't just empathy - it was a signal that Nvidia's organizational culture values long-term loyalty over short-term reputational managment. The contrast with other Big Tech firms' silence around their own hostages is striking. Oracle and Nvidia are demonstrating that in high-stakes environments, moral clarity can become a competitive advantage by attracting the kind of talent willing to build through crises rather than flee from them.
This piece brilliantly captures the strategic calculus behind Oracle and Nvidia's commitments to Israel - it's not virtue signaling, it's infrastructure arbitrage through geopolitical differentiation. The Avinatan Or story is powerful precisely because it's not just PR; it demonstrates how deeply Nvidia has embedded its identity into the region through human capital bonds that can't be easily replicated elsewhere. What strikes me is how Oracle's underground data centers and Nvidia's 180k m² campus represent bets not just on Israel's talent, but on sovereign compute becoming a required capability rather than an optional feature. The contrast with Amazon, Google, and Microsoft's more hedged approaches shows the power of conviction versus consensus. When everyone is risk-averse, the companies that lean in during volatility build advanteges that compound over years. The post-October 7 defense rewiring you describe is essentially creating a nation-scale testbed for resilient systems under real-world stress - that's an R&D enviroment you can't simulate in peacetime Silicon Valley.
Outstanding article on a crucial strategic shift. The contrast between Oracle and Nvidia's full-throated commitment versus other tech giants' more cautious approach is striking. The Avinatan Or story is powerful - Jensen Huang's quarterly mentions of his name to 40,000 employees shows real leadershi that goes beyond PR. The sovereign cloud and edge-AI capabilities Oracle is developing in hardened underground facilities could indeed redefine mission-critical computing globally. The risk-reward calculation makes sense when you consider Israel's density of top-tier engineering talent and battle-tested infrastructure requirements.
Really appreciate the depth here on Oracle and Nvidia's strategic positionig in Israel. The contrast with other Big Tech companies is striking—showing that values-driven investment and business strategy can align when leadership has conviction. The sovereign cloud infrastructure Oracle is building feels like a blueprint for what critical infrastructure will look like globally.
Interesting article, Amir.
The trend that you described around smaller defence tech startups is happening in many countries nowadays. I think that the demand for defence led to governments being more open to working with smaller suppliers. I've recently seen an article in The Economist about a similar trend in the UK. Here's the article: https://www.economist.com/britain/2025/03/19/why-british-spooks-are-reaching-out-to-the-private-sector
I think that they mention that in the US, there's a somewhat similar trend too. Not sure about Canada, but I saw at least one example of something like this as well.
Good article Amir. I am pleased that leading tech companies like Oracle and Nvidia are confidently investing in the great country if Israel. Thankyou
This is a fascinating analysis of how Oracle and Nvidia are making Israel central to their corporate strategies. The contrast between their public support and other tech giants' more cautious approaches is telling. I think the key insight here is that both companies see Israel as a testbed for future technologies - Oracle for sovereign cloud and mission-critical systems, Nvidia for next-gen AI. The Avinatan Or story really highlights how Nvidia's culture goes beyond just business calculatons. That said, I wonder how sustainable this approach is if regional tensions escalate further. The campus expansion in northern Israel seems bold given the proximity to potential conflict zones. Still, the bet on Israel's engineering talent and resilience infrastructure appears to be paying off for shareholders so far.
The Avinatan Or story is powerful - the fact that Jensen Huang personally mentioned his name in quarterly meetings for two years shows leadership that goes beyond corporate PR. What's strategically fascinatin is Oracle's sovereign cloud positioning here. Building hardened underground data centers in Jerusalem isn't just about serving Israel - it's creating a reference architecture for governments worldwide worried about data sovereignty and resilience. The contrast with other Big Tech is stark. While Amazon stayed silent about their own hostage and Google/Microsoft wavered, Oracle and Nvidia made explicit strategic bets. That willingness to take moral stances while others hedge is increasingly rare in tech leadership. The payoff isn't just in stock price but in deep institutional relationships with defense and government sectors globally.
Really compelling piece that connects the moral and strategic dimensions. What strikes me is how Oracle and Nvidia have turned geopolitical risk into competitive advantage - their 'stress-testing' approach in Israel creates infrastructure resilience credentials that can be marketed globally. The Avinatan Or story is powerful, but equally revealing is the contrast with Google and Microsoft's more cautious posture. Oracle's underground data centers in Jerusalem are genius positioning for the sovereign cloud market, especially as governments worldwide look for alternatives to hyperscale providers. The Jensen Huang quarterly mentions of Or show genuine leadership rather than performative gesturing. The defense startup boom you mention - hundreds since October 7 - suggests a fundamental shift from hardware-first to software-first dfense innovation. Really excellent analysis.
The Avinatan Or story crystallizes the difference between companies that view employees as resources versus those that see them as commitments. When Jensen personally mentioned Or's name in quarterly calls for two years, that wasn't just empathy - it was a signal that Nvidia's organizational culture values long-term loyalty over short-term reputational managment. The contrast with other Big Tech firms' silence around their own hostages is striking. Oracle and Nvidia are demonstrating that in high-stakes environments, moral clarity can become a competitive advantage by attracting the kind of talent willing to build through crises rather than flee from them.
This piece brilliantly captures the strategic calculus behind Oracle and Nvidia's commitments to Israel - it's not virtue signaling, it's infrastructure arbitrage through geopolitical differentiation. The Avinatan Or story is powerful precisely because it's not just PR; it demonstrates how deeply Nvidia has embedded its identity into the region through human capital bonds that can't be easily replicated elsewhere. What strikes me is how Oracle's underground data centers and Nvidia's 180k m² campus represent bets not just on Israel's talent, but on sovereign compute becoming a required capability rather than an optional feature. The contrast with Amazon, Google, and Microsoft's more hedged approaches shows the power of conviction versus consensus. When everyone is risk-averse, the companies that lean in during volatility build advanteges that compound over years. The post-October 7 defense rewiring you describe is essentially creating a nation-scale testbed for resilient systems under real-world stress - that's an R&D enviroment you can't simulate in peacetime Silicon Valley.
Outstanding article on a crucial strategic shift. The contrast between Oracle and Nvidia's full-throated commitment versus other tech giants' more cautious approach is striking. The Avinatan Or story is powerful - Jensen Huang's quarterly mentions of his name to 40,000 employees shows real leadershi that goes beyond PR. The sovereign cloud and edge-AI capabilities Oracle is developing in hardened underground facilities could indeed redefine mission-critical computing globally. The risk-reward calculation makes sense when you consider Israel's density of top-tier engineering talent and battle-tested infrastructure requirements.
Really appreciate the depth here on Oracle and Nvidia's strategic positionig in Israel. The contrast with other Big Tech companies is striking—showing that values-driven investment and business strategy can align when leadership has conviction. The sovereign cloud infrastructure Oracle is building feels like a blueprint for what critical infrastructure will look like globally.