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Oracle’s “ astonishing quarter ” really has cost it as much as one dell, or two ebays

Two months in, the compute megadeal between oracle and openai is a losing proposition for oracle, the financial times reports. How could that shake up the cloud and genai landscape A single $300 billion contract has seemingly transformed. Oracle is facing one of its toughest market moments after the company’s massive ai deal with openai collided with rising doubts from wall street.