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Why Oracle Matters Now: The $300B AI Contract Breakdown (https://pyuncut.com/why-oracle-matter...)














Step inside Oracle’s boldest pivot yet. In this PyUncut breakdown, we unpack Larry Ellison’s $300B AI power play—why Oracle is issuing $18B in bonds, how RPO exploded to $455B, and what this means for AI infrastructure, margins, and investors. We cover the bull vs. bear cases, debt risks, hyperscaler competition, and what to watch over the next 6–12 months.



What you’ll learn




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Why “data gravity” makes Oracle crucial to AI training & inference




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How the OpenAI deal could reshape OCI utilization and cash flows




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The role of leverage (and rates) in Oracle’s expansion plan




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Key risks: pricing wars, cooling AI spend, succession questions




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Investor checklist: RPO vs. capex, margins, renewals, unit economics






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Disclaimer: This video is for education, not investment advice. Do your own research.



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