Oracle's (NYSE:ORCL) internal documents showed that the fast-growing cloud business has thin gross profit margins in the past year or so, lower than what many equity analysts have forecast, The ...
Oracle planned to build one of its biggest data centers to meet cloud computing and AI demand. Oracle's biggest data center financier, Blue Owl, has financed multiple facilities. Concerns about Oracle ...
In a recent podcast interview, Chanos argued that data center operators, specifically Oracle Corp. (NYSE: ORCL) and “neocloud” provider CoreWeave Inc. (NASDAQ: CRWV), are overstating their future ...
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