Oracle rewarded for betting its capex farm on AI
Saxo Market Call
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Oracle's AI Ascendancy
This chapter analyzes the recent quarterly performance of a major tech company, Oracle, noting an increase in backlog and a shift towards AI and cloud infrastructure. It discusses Oracle's competitive edge through its access to high-quality data and its strategic positioning within the ecosystems of major cloud providers. The conversation also highlights ambitious revenue projections and the implications of their increased capital expenditure amidst the evolving landscape of AI solutions.
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