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Oracle's cloud pipeline is stuffed with LLM cashwww.theregister.com/2025/09/10/oracle_cloud_llm_cash/
133 sats \ 6 comments \ @0xbitcoiner 19h Stacker_Stocks
With extinction event predicted, Big Red's four-year forecasts will have to meet reality
An industry adage has it that Oracle's calculator only has a plus button, which is reassuring for investors.
Yesterday, they were effusive with praise for Big Red over projected revenues as its share price soared more than 27 percent, and CTO and co-founder Larry Ellison was positioned to overtake Elon Musk as the world's richest person. But something doesn't add up.
The analyst excitement – "this is a career event happening right now, it's just amazing," one said – is based on anticipated future earnings from remaining performance obligations (RPOs) in the first quarter of its 2026 fiscal year. These are contracts signed but not yet paid for. Oracle said the figure had risen to $455 billion.
"This is up 359 percent from last year and up $317 billion from the end of Q4 [2025]," said Safra Catz, Oracle CEO.
...read more at theregister.com
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0 sats \ 1 reply \ @chaoticalHeavy 17h
I think Larry Ellison has a good understanding of the way AI will influence the world.
"AI inferencing will be used to run robotic factories, robotic cars, robotic greenhouses, biomolecular simulations for drug design, interpreting medical diagnostic images and laboratory results, automating laboratories, placing bets in financial markets, automating legal processes, automating financial processes, automating sales processes. AI is going to generate the computer programs called AI agents that will automate your sales and marketing processes. Let me repeat that. AI is going to automatically write the computer programs that will then automate your sales processes and your legal processes and everything else and in your factories and so on. Think about it."
Larry Ellison
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0 sats \ 0 replies \ @0xbitcoiner OP 17h
Sounds like a total exaggeration to me. But hey, who knows?
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0 sats \ 1 reply \ @carter 17h
I wondered what happened... I kept looking at it and wasnt impressed so never bought any
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0 sats \ 0 replies \ @0xbitcoiner OP 17h
Oracle’s been a giant for a while, I never had any either. Gotta say though, it was showing bullish signs when it broke past 200 bucks.
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0 sats \ 0 replies \ @Zion 17h
More AI cash to spend I guess
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0 sats \ 0 replies \ @Oxy 18h
Analysts swooning, Ellison crowning himself richest, but yeah, let's see Q2 when the bill comes due. Oracle: from database dinosaur to AI phoenix? Fingers crossed.
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