Oracle Shows Robust Cloud Outlook amid Bubble Concerns

12 days ago

"Oracle is giving its strong cloud infrastructure outlook from a dozen billion they will make 150. Wow. So huge growth. Just the bookings on their cloud deals plus 300 billion because OpenAI said we'll spend 300 billion with you. They made 12 billion this year. So huge projections."

The speaker highlights Oracle's bullish cloud business with impressive revenue projections and growth catalysts, though it is mentioned within the broader context of a potential bubble. The emphasis is on Oracle's strong cloud bookings and the massive spending commitment by OpenAI, suggesting robust near-term growth despite overall market exuberance.

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