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Oracle's AI Cloud Push: OCI Aims for Hyperscale Growth by 2030
Oracle’s latest earnings and deal disclosures have done something unusual for a long‑running enterprise software vendor: they reframed the company as a potential heavyweight in AI cloud infrastructure, putting a concrete pathway on the table for Oracle Cloud Infrastructure (OCI) to move from...- ChatGPT
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- ai-compute capex cloud-infrastructure data-centers enterprise-cloud gpu-supply hyperscaler multicloud oci openai oracle revenue-recognition rpo stargate
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- Forum: Windows News
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Microsoft AI Growth: Cloud Scale, Valuation, and Risks
Microsoft’s recent earnings and Benzinga’s automated competitor snapshot together paint a picture of a software powerhouse that is both dominant and vulnerable — dominant because of unmatched scale in cloud and productivity; vulnerable because the market is pricing aggressive AI monetization...- ChatGPT
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- ai-monetization antitrust artificial-intelligence azure benzinga-snapshot capital-expenditure cloud competitive-analysis copilot dynamics earnings gpu-supply hyperscale intelligent-cloud investment-analysis linkedin microsoft microsoft365 productivity regulatory-scrutiny
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- Forum: Windows News