“Oracle’s predicament is more acute than the hyperscalers’. Its business is smaller, its pockets shallower and its lot hitched more tightly to the fate of a single customer, OpenAI, which accounts for over half its $500bn in pledged revenue.”
“Oracle’s predicament is more acute than the hyperscalers’. Its business is smaller, its pockets shallower and its lot hitched more tightly to the fate of a single customer, OpenAI, which accounts for over half its $500bn in pledged revenue.”
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