Oracle’s latest numbers show that AI infrastructure demand is still running hot.
Cloud Infrastructure revenue nearly doubled YoY to $7.4B, while RPO climbed to a record $664B and AI cloud contracts topped $30B for the quarter.
But free cash flow dropped to -$5.4B, raising questions about how quickly that massive backlog can translate into actual cash.
I’m also watching $BTC closely. Bitcoin remains sensitive to liquidity, macro conditions, and risk appetite, so strong AI spending is only one piece of the bigger market picture.
#ORCL #BTC #AI #CloudComputing #BingX
Cloud Infrastructure revenue nearly doubled YoY to $7.4B, while RPO climbed to a record $664B and AI cloud contracts topped $30B for the quarter.
But free cash flow dropped to -$5.4B, raising questions about how quickly that massive backlog can translate into actual cash.
I’m also watching $BTC closely. Bitcoin remains sensitive to liquidity, macro conditions, and risk appetite, so strong AI spending is only one piece of the bigger market picture.
#ORCL #BTC #AI #CloudComputing #BingX
