A $523 Billion Backlog May Not Be What It Seems
Oracle (ORCL) holds a $523B backlog however shares fell 23.25% YTD as capex reached $20.54B. Nvidia (NVDA) posted This autumn income of $68.13B, up 73% YoY. Microsoft (MSFT) spent $29.88B…
CNBC’s Deirdre Bosa Warns Oracle Investors: A $523 Billion Backlog May Not Be What It Seems
“The chip cycle is moving so fast that even the biggest infrastructure deals can’t keep up.” That line from CNBC’s Deirdre Bosa captures the core pressure now rattling AI infrastructure…