Oracle’s $638B Double-Edged Sword
1:49–2:34 · 45s
Matt explains why Oracle’s gigantic backlog is both its greatest opportunity and its biggest risk, detailing the OpenAI dependence, prepaid contracts and soaring CapEx needs.
1:49–2:34 · 45s
Matt explains why Oracle’s gigantic backlog is both its greatest opportunity and its biggest risk, detailing the OpenAI dependence, prepaid contracts and soaring CapEx needs.
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