Oracle
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Why Can’t Oracle Afford Data Centers?
Tl;dr – Oracle remains the x-axis of AI/cloud computing (but their revenue forecasts are geometric) Update: Oracle reported earnings yesterday, missing on both revenue and profit expectations and reporting slower growth than the much larger Amazon, Google, Meta and Microsoft. Free cash flow dropped deeper into the red. Oracle’s CAPEX spend dropped from $9.2 billion…
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Platformonomics TGIF #93: July 11, 2025
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. Get Platformonomics Updates By Email Optimism abounds about getting a (disproportionate) piece of the AI pie! News CAPEX Clues: The Music is Still Playing, For Now… I’ve been skeptical about all the…
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Platformonomics TGIF #90: June 13, 2025
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. Get Platformonomics Updates By Email Oracle reported this week: still hyperbolic, not hypercloud. News Why Can’t Oracle Build Data Centers? FY25 Q4 Edition The most bestest cloud in the entire universe (also…