CatalystTech/AI

ORACLE: THE $28B CAPEX ILLUSION AND THE REALITY OF SOFTWARE CANNIBALIZATION - SEEKINGALPHA

Oracle's $28B capex and software cannibalization signal AI spending risks.

What changed

Oracle's $28B capex and software cannibalization signal AI spending risks.

Why it matters

Oracle's $28B capex and software cannibalization signal AI spending risks. — impact context not separately stored; see What changed.

Sources