leadership1 publisher
Oracle's backlog equals about 22 years of cloud infrastructure revenue at today's run rate
Infrastructure revenue grew 121% to $7.4 billion in the quarter and Oracle delivered 850MW of new datacenter capacity, but a buyer negotiating multi-year AI capacity has to price the $664 billion Oracle has already contracted.
Publishers:investor.oracle.com
Reality
- Evidence55
- Adoption62
- Hype gap+25
- Incentives88
- Confidence62