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Oracle raises AI spending estimate, spooks investors

Thursday December 11, 2025. 01:20 AM , from TheRegister
But if you assume cloud IOUs will be fulfilled, business is booming
Oracle expects its FY 2026 capital expenditures will be $15 billion higher that previously predicted, as the cloudy database biz invests to accommodate AI workloads.…
Read more at TheRegister
https://go.theregister.com/feed/www.theregister.com/2025/12/11/oracle_q2_fy_2026/

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