Oracle's Secret Weapon Against AI Customer Risk Has a Fatal Flaw

Oracle (NYSE: ORCL) is signing mega-deals to deliver AI infrastructure to hundreds of clients. The company's remaining performance obligations, a metric that measures the value of signed customer contracts that haven't yet been recognized as revenue, reached $523 billion at the end of the most recent quarter.While Oracle has more than 700 AI customers, OpenAI accounts for most of that backlog. A reported $300 billion cloud infrastructure deal with the AI start-up is responsible for much of the RPO growth Oracle has experienced this year. Fulfilling that contract will require a massive build-out of AI data centers.Image source: Getty Images.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool