Post
Bullish
Will Oracle’s AI Cloud Business Take a Major Hit? Microsoft Ends Computing-Power Leases, and the Market Starts Revaluing It!

After Microsoft began gradually ending its AI computing-power lease agreements with Oracle, the market naturally started paying attention to Oracle’s AI cloud business.
After all, with demand for AI computing power booming in recent years, Oracle has also actively expanded its data centers, hoping to gain more market share in the cloud computing race.
But Microsoft’s move to adjust the partnership shows that major customers are raising their expectations of computing-power providers.
It is worth emphasizing that the two sides are ending the relevant computing-power lease arrangements; this does not mean Oracle has lost customers across its entire AI cloud business.
Oracle still has other major AI customers, and older-generation GPUs are not entirely without commercial value.
The real questions to watch are: Can new orders continue to grow? Can data center investments generate sufficient cash flow? Is equipment utilization at an ideal level?
For investors, these questions matter more than a single announcement about a partnership ending.
Oracle’s AI story isn’t over, but the market has started taking a closer look at its report card!$NVDA
nvda
NVDA
Stocks
--
+2.99%
View Original
This page contains third-party content and does not constitute any advice, nor does it represent Gate's endorsement of such views. For details, please see disclaimer.
NVDANVDA+2.99%


Add a comment
Add a comment

Comment 12
coin rely on universal
Who are you rooting for as Creator of the Year? 🏆
coin rely on universal
Who are you backing for Creator of the Year? 🏆
coin rely on universal
Who are you backing for Creator of the Year? 🏆
coin rely on universal
Who do you think will be Creator of the Year? 🏆
coin rely on universal
Who are you rooting for as Creator of the Year? 🏆
coin rely on universal
Who are you backing for Creator of the Year? 🏆
coin rely on universal
Who are you backing for Creator of the Year? 🏆
coin rely on universal
Who are you backing for Creator of the Year? 🏆
coin rely on universal
Who are you rooting for as Creator of the Year? 🏆
coin rely on universal
Who are you rooting for as Creator of the Year? 🏆
coin rely on universal
Which creator of the year are you backing? 🏆
coin rely on universal
Who are you backing for Creator of the Year? 🏆