Oracle's CapEx-to-revenue ratio has gone from 13% in FY2024 to 37% in FY2025 to an estimated 75% in FY2026. But their CapEx-to-infrastructure revenue ratio can range from 101% to 206%. This is a tax ...
AI investments created a $500B windfall in 2025 -- 20 billionaires, led by Larry Ellison, saw massive gains as Nvidia, Oracle ...
Larry Ellison broke from Elon Musk at the exact moment OpenAI needed a miracle, and that choice pushed Oracle into the most expensive cloud gamble ever written on paper. The whole thing began when ...
Oracle founder Larry Ellison distinguished between two AI model types: those requiring real-time, low-latency decisions for ...