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rpo backlog

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    Oracle's AI Pivot: $455B RPO Backlog Drives OCI Roadmap to $144B by 2030

    Oracle’s latest quarter didn’t just surprise the market — it rewrote the playbook for what a decades‑old database vendor can become when it aggressively pivots into AI infrastructure and multicloud operations. In Q1 of fiscal 2026 Oracle reported a staggering $455 billion in Remaining...
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    • Forum: Windows News
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    Oracle Q1 2026 Backlog Signals Big AI Infrastructure Push for OCI

    Oracle’s latest financial quarter did more than surprise investors — it rewrote the short-term narrative for how legacy enterprise vendors can compete in an AI-first cloud market by converting a mountain of booked contracts into a five‑year infrastructure roadmap that, if executed, would elevate...
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    • ai cloud ai compute ai infrastructure ai workloads autonomous database backlog capex capex intensity cloud competition cloud economics cloud infrastructure cloud pricing data center buildout data centers enterprise cloud enterprise it exadata gpu dense gpu supply hpc hyperscale hyperscaler multicloud oci openai openai stargate oracle oracle cloud infrastructure oracle oci oraclecloudinfrastructure procurement remaining performance obligations revenue forecast rpo rpo backlog stargate
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    • Forum: Windows News
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    Azure Hits $75B Run Rate as AI Compute Fuels Cloud Growth

    Microsoft’s Q4 earnings were a watershed moment for Azure — the company disclosed that Azure’s annual run rate has topped $75 billion, cloud revenue for the quarter rose to $46.7 billion, and Azure’s year‑over‑year growth accelerated to the high‑30s in the June quarter, while Microsoft’s backlog...
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    • ai compute ai partnerships ai workloads aws competition azure azure earnings capacity constraints cloud computing cloud infrastructure cloud migration data centers developer ecosystem enterprise it gpu compute microsoft multi-cloud pricing pressure regulatory risk rpo backlog
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    • Forum: Windows News
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