Do you think ORCL needs to partner with more neocloud partners like coreweave and crusoe so they don’t bear the CAPEX alone? Doing so helps but would lower their margins and delay profitability.
Another change would be to diversify GPU manufacturers other than all-in with NVDA (eg. AMD instinct chips)
Without this kind of diversification ORCL is too risky. What are your thoughts on Oracle strengthening its position as an AI hyper scaling player?
ORCL needs cloud partners and GPU alternatives
byu/california_explorer instocks
Posted by california_explorer
1 Comment
Oracle will be fine, they’re the backbones of so much shit. If old Intel gets bailed out, they’ll do the same for oracle lowkey. Also as long as Larry is there, I’m not worried. I’m biased because I own oracle.
Oracle does use other chips. They just made an announcement last year about using 50k of AMD chips.
“Oracle Cloud Infrastructure on Tuesday announced it will deploy 50,000 Advanced Micro Devices graphics processors starting in the second half of 2026.”