Oracle Can ‘Sell Any Compute’ It Has, But AI Growth Faces Two Big Constraints, Warns Analyst Gil Luria Ahead Of ORCL's Q1 Earnings
Oracle heads into earnings with demand not in question, says DA Davidson's Gil Luria, but capital and compute remain the real test.
Oracle can sell all the computer power it makes, which is great—but it might not be able to make enough of it fast enough because of money and equipment limits. When you look at Oracle's earnings, watch whether they're solving these supply problems or if they're still holding them back.
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