Скачать или смотреть Oracle’s $300B OpenAI Bet: Growth Engine or Risk Trap?

Oracle just landed a staggering $300 billion contract with OpenAI, instantly becoming one of the biggest stories in enterprise AI.

But is this a breakthrough or a dangerous single-client risk? In this session, we break down Oracle’s earnings, its bold cloud claims, the massive CapEx gamble, and whether OpenAI can even pay.

Discover the risks, rewards, and what this could mean for Oracle’s future.

Timestamps:
00:00 - Oracle’s $300B OpenAI contract shocker
00:41 - Is single client risk a ticking time bomb?
02:01 - Revenue growth vs the AI hype
02:36 - How Oracle will recognize the $300B
05:01 - Bold claims on cloud and “Butterfly” product
06:31 - Larry Ellison vs enterprise rivals
10:12 - Analyst skepticism: hype or reality?
11:19 - Risk vs reward for Oracle investors

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