product1 publisher
Oracle's cloud infrastructure unit produced 92% of the quarter's revenue growth
Almost all of Oracle's near-30% revenue growth came from the single segment that rents AI servers. The buildout behind it runs on debt, and the backlog it feeds is nearly half one customer's contract.
Publishers:siliconangle.com
Reality
- Evidence60
- Adoption72
- Hype gap+18
- Incentives68
- Confidence58