At the same time, the financial pressure is real. With heavy CapEx and over $100B in liabilities, Oracle is making a big bet on the AI data-center cycle. The positive sign is that some contracts involve customer prepayments or customer-funded GPUs from partners like Nvidia, which helps reduce financing risk.
Overall, I think the market may still underestimate Oracle’s pricing power in AI infrastructure. If demand for compute continues to exceed supply, margins could stay strong and the company may gradually re-rate as a serious AI infrastructure player. 🚀📊
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
