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Oracle’s AI Cloud Growth Eases Buildout Concerns

YouTubeBloomberg Tech

Oracle’s AI Cloud Growth Eases Buildout Concerns

Oracle’s latest results helped ease concerns around its massive AI infrastructure buildout, with cloud infrastructure revenue growing 120% and the company bringing roughly 850 megawatts of new capacity online. BNP Paribas Global Head of Software Research Stefan Slowinski sees a more constructive setup as Oracle moves toward positive free cash ...

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