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Bloomberg Intelligence
Oracle's Evolution into a Cloud Infrastructure Provider
This chapter explores Oracle's shift towards cloud services, emphasizing their strong bookings growth and $10 billion investment in data centers. It delves into Oracle's positioning in the AI and cloud computing landscape, the role of computing power in AI development, and Larry Ellison's continued leadership within the company. Additionally, investor sentiments towards Oracle and the cloud infrastructure industry are discussed, along with a recent data center and natural gas acquisition by EQT.
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