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Oracle's AI Bet: Overbuilt Or Future-Proof? Analyst Weighs In
Summary
Oracle is expanding its AI infrastructure, but JPMorgan analyst Mark R. Murphy remains cautious due to potential oversupply. Oracle's data center push is promising, but it faces hurdles in keeping up with hyperscalers like Amazon and Boeing.
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Read Full ArticleArticle published on April 3, 2025 by benzinga