Oracle and the AI cloud bill yet to be paid

Oracle surprises with a $664 billion backlog of cloud contracts, but AI demands huge investments in data centers, chips, and electricity.

We analyze the growth of Oracle Cloud Infrastructure, its position relative to AWS, Azure, and Google Cloud, and the risks behind its expansion: debt, cash flow, margins, execution, and the actual profitability of artificial intelligence contracts.

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🤖 AI-generated content: the script, voices, and images in this episode were produced using artificial intelligence tools.

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