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Oracle’s “ astonishing quarter ” really has cost it as much as one dell, or two ebays With debt and liquidity stretched, concentrated exposure to a single client is creating immediate governance and valuation risks Two months in, the compute megadeal between oracle and openai is a losing proposition for oracle, the financial times reports.
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How could that shake up the cloud and genai landscape Oracle’s $300 billion deal with openai has put the company’s balance sheet under intense scrutiny A single $300 billion contract has seemingly transformed.
