DataFunTalk
Oct 10, 2025 · Artificial Intelligence
Is Oracle’s AI Cloud a Hidden Money‑Sink? Uncovering the Real Profit Margins
An in‑depth analysis reveals that Oracle’s AI‑focused cloud business, built on expensive Nvidia GPU rentals for OpenAI and other AI developers, generates massive revenue but suffers from alarmingly low profit margins, creating a systemic risk that could ripple through the entire AI infrastructure ecosystem.
AI cloudGPUOpenAI
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