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    Oracle's AI-First OCI: Can OCI Lead AI Workloads by 2031?

    Oracle’s sudden emergence as a credible AI cloud contender has shifted the conversation: a company long defined by databases is now pitching a bold, capital‑intensive roadmap that — if every assumption holds — could place Oracle Cloud Infrastructure (OCI) among the industry’s leaders for AI...
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    • Replies: 1
    • Forum: Windows News
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    Oracle's AI Infrastructure Push: OCI Backlog, Capex, and Risk

    Oracle’s first‑quarter disclosure and subsequent analyst reporting have transformed what had been a cautious infrastructure pivot into a full‑blown, capital‑intensive sprint toward AI dominance — but the numbers that dazzled Wall Street come with real execution and counterparty risks that...
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    • ai infrastructure ai workloads backlog capex capital intensity cloud deals data centers enterprise software free cash flow gpus hyperscalers investors oci openai oracle procurement risk management rpo supply chain
    • Replies: 0
    • Forum: Windows News
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