#rpo

2 stories

#openai #oracle #ai cloud #ai data centers #backlog #business #cloud growth #cloud infrastructure #finance #hyperscalers #microsoft #motive

Oracle Stock Swings
Oracle's massive RPO signals huge AI cloud growth despite stock decline.
Yahoo Finance · 1m
Oracle's cloud business hits hypergrowth
Oracle's cloud infrastructure surged 121% in Q1, with a $664 billion backlog nearly matching Microsoft's despite being 6X smaller.
Cloud Wars · 1m