Discussion

• @oracle @oracle on x

  Recent media activity about the Abilene site are false and incorrect. First, Crusoe and Oracle are operating in lockstep to deliver one of the world's largest AI Data centers in Abilene at record-breaking pace. Two buildings are completely operational and the rest of the campus

• @anissagardizy8 Anissa Gardizy on x

  Oracle says customers are buying their own chips 👀 “Most of the equipment needed is either funded upfront via customer prepayments so Oracle can purchase the GPUs, or the customer buys the GPUs and supplies them to Oracle” https://www.theinformation.com/ ...

• @edzitron Ed Zitron on x

  Unclear how Oracle is able to only guide $50 billion in capex in FY2026 considering their trailing quarterly capex is now $48.25bn [image]

• @edludlow Ed Ludlow on x

  Revenue in Oracle's infrastructure business surged 84% to $4.9B in the quarter ended Feb. 28, beating analyst expectations. Oracle also said total revenue will hit $90B in the fiscal year starting in June, above the $86.7B analysts projected

• @stocksavvyshay Shay Boloor on x

  $ORCL RPO growth is absolutely wild. Oracle's buildout looks oversized relative to its revenue base but if OCI turns that capacity into durable AI demand then the market may be underestimating what Oracle is becoming. [image]

• @anissagardizy8 Anissa Gardizy on x

  Oracle's Clay Magouyrk: Of the 400M of capacity delivered n Q3, 90% of that was delivered on time or early. which site was late?

• r/wallstreetbets r on reddit

  Oracle stock jumps 7% on earnings beat and increased guidance as cloud revenue climbs 44%