2024-03-14 00:42:43 ET
Summary
- Oracle is experiencing significant top-line growth, driven by the adoption of its OCI platform and the expansion of regional data centers. Management is driving growth with $10b in capex in eFY25.
- The company is teaming up with Nvidia to position itself as a leading choice for hosting AI/ML applications for both corporate and sovereign government entities.
- Oracle takes a more modular approach to designing its data centers, automating nearly every operating process within the data center.
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Oracle Has A Longer Runway Than One Would Think