Latest / Cloud Wars Live with Bob Evans
Oracle Q3 Boom: RPO +325%, Cloud +44% as Skeptics Shut Pie-Holes
In today's Cloud Wars Minute, I explain why Oracle’s massive RPO growth proves demand for AI infrastructure is real, not a bubble.
Highlights
00:00 — For the last several weeks, we've all been hearing gloom and doom, there's going to be AI overcapacity for data centers, and then talking about all these things that Oracle can't do. I want to talk about this in the context of Oracle's terrific Q3 numbers that came out earlier this week. I hope what they'll do as a residual effect is shut the pie holes of some of these just lame-brain skeptics .
01:15 — So I hope some of those people either be…
The skinny
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