$Oracle(ORCL.US) Delaying delivery for a year is actually good for Oracle. Wall Street's excessive worry about debt can now be put to rest, buying time to create space. Oracle's management's approach to OpenAI is to have them bring their own GPUs—meaning if you don't have GPUs, wait until they're available. This ensures limited resources are prioritized for fulfilling the $60+ billion RPO, significantly easing debt and cash flow pressures.
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
