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Oracle’s quarter showed the AI-infrastructure pivot is delivering (cloud infrastructure $7.4B, +121%; remaining performance obligations $664B) but investors still treat it as a leveraged buildout story: CapEx hit $28....
Unknown · 0:00
Oracle’s quarter showed the AI-infrastructure pivot is delivering (cloud infrastructure $7.4B, +121%; remaining performance obligations $664B) but investors still treat it as a leveraged buildout story: CapEx hit $28....
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