
A chart to understand the "soft spot" of AI

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Oracle's latest financial report shows that its free cash flow has hit a record low of -$10 billion, due to operating capital drag and capital expenditures exceeding expectations. The company announced an increase in its capital expenditure forecast for 2026 to $50 billion, raising market concerns about its funding sources. Barclays had previously predicted that Oracle might run out of cash by 2026 and would require significant financing
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