Postingan
Mahrosh Fatima
Oracle’s AI cloud revenue surged 121%, but the bigger story is infrastructure: 850MW of new data-center capacity and 300K+ GPUs delivered. The AI race is shifting from models to power, land, cooling and grid access. OCI’s $7.4B revenue shows execution is improving, but future growth depends on utilization, power efficiency and capital intensity. Oracle is becoming an AI infrastructure giant.#SeptHikeOddsHit90%
#OracleAICloudUp121%
Penafian: Konten OKX Orbit ini hanya disediakan untuk tujuan informasi. Selengkapnya
Balasan
Belum ada komentar. Jadilah yang pertama membalas!
Berita pasar hari ini
1#Pejabat Federal Reserve mengatakan inflasi masih merupakan risiko terbesar
2#Penjualan besar-besaran AI di pasar saham AS menyebabkan Nasdaq kehilangan 2,3 triliun dolar AS dalam satu hari
3#Pratinjau Laporan Keuangan RocketLab: Bagaimana Kemajuan Roket Neutron?
