Wall Street Is Valuing Oracle's $630B AI Backlog at 'Zero' — A Mistake, Analyst Says
Analyst Gil Luria says Wall Street is assigning no value to Oracle's $630 billion AI backlog despite growing confidence in OpenAI's long-term compute commitments.
Oracle has a huge pile of AI work that customers promised to pay for, but Wall Street investors aren't counting that money as valuable yet. Some experts think investors are being too cautious and missing something important about Oracle's future.
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Source: Benzinga · Read the original report at the publisher. Headline and figures shown for context; data may be delayed.
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