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Oracle AI conference: Dip a buying chance?
On October 16, $Oracle (ORCL.US)$ illustrated the profitability prospects of its AI infrastructure business with examples at its annual inve Show More
On October 16, $Oracle (ORCL.US)$ illustrated the profitability prospects of its AI infrastructure business with examples at its annual investor conference in Las Vegas. A six-year, $60 billion AI infrastructure project can achieve a gross margin of 35%. Is this number reasonable?
Unlike OpenAI, which mainly focuses on ToC business, Anthropic is experiencing rapid growth in revenue from ToB products. Can Anthropic spark AI frenzy with partners like OpenAI?
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