Oracle vs Broadcom: AI capacity landlord or custom silicon toll road?
Oracle wants to own AI cloud capacity. Broadcom wants to tax custom silicon. Here is the ORCL vs AVGO setup before June earnings.
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#ORCL
2 articles
TECHi reporting and analysis covering ORCL. 2 articles, newest first.
Oracle earnings preview: OCI backlog is huge, but AI capex is the real test
Oracle reports June 10. OCI backlog is huge, but the real ORCL earnings test is AI capex, cloud margin, debt and lease-funded capacity.