Welcome to TechFlow Daily! Today we dive into Oracle's stunning transformation from "boring enterprise software" to Wall Street's hottest AI darling, with analysts skyrocketing price targets to $363 after the company announced plans for $35 billion in AI infrastructure investments. Super Micro Computer is shipping game-changing plug-and-play AI racks powered by Nvidia's Blackwell Ultra chips, delivering 7.5x better performance while cutting costs by 20%. Broadcom just landed a massive $10 billion custom AI chip deal, likely with OpenAI, potentially challenging Nvidia's market dominance. The fintech IPO market is roaring back to life with Lendbuzz filing for public listing after 38% revenue growth, following Klarna's successful debut. Kioxia and Nvidia are partnering to create revolutionary SSDs with 100-fold speed increases, targeting 100 million IOPS by 2027. Finally, we explore PwC's analysis revealing that global semiconductor investments will hit $1.5 trillion through 2030, matching the last 20 years combined, as AI reshapes the entire chip industry landscape.

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