Oracle’s AI Odyssey: A Fresh Perspective Amidst Tech’s Changing Tides
Oracle Corporation is strategically navigating the unpredictable AI landscape, balancing its legacy with innovation. The company is at a turning point, highlighted by discussions and strategies around future AI investments. Analyst Dan Niles points out Oracle’s nuanced capex strategy, which indicates potential decreases in AI spending growth despite headline increases. Oracle’s cloud infrastructure business is … Read more