Oracle's AI Cloud: Profitability Problems?
Update: 2025-10-07
Description
Oracle's AI cloud dreams hit a snag! A new report reveals surprisingly low profit margins (just 14%) due to sky-high infrastructure costs for those coveted Nvidia chips, triggering a stock dip. But don't write Oracle off yet! They're betting big on AI-powered marketing and sales tools for existing customers, and their stock is still up nearly 69% this year. Is this a buying opportunity or a cautionary tale about the expensive reality of AI?
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