Oracle Just Spent $28.5 Billion on AI Infrastructure — and It’s Still Not Enough
Oracle's AI data center revenue more than doubled to $7.4 billion, but the company burned through $28.5 billion in capital spending to get there. You're watching a company bet its entire future on a single thesis — that AI infrastructure demand will keep accelerating. The early numbers say yes. The
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Oracle's AI data center revenue more than doubled to $7.4 billion, but the company burned through $28.5 billion in capital spending to get there. You're watching a company bet its entire future on a single thesis — that AI infrastructure demand will keep accelerating. The early numbers say yes. The
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