Sanchit Vir Gogia, chief analyst at Greyhound Research, sees the banking divergence as a critical warning sign. \u201cThe difference in sentiment between US and Asian banks isn\u2019t just a minor detail; it\u2019s the first serious sign of financial friction in Oracle\u2019s hyperscale ambitions,\u201d he said. The $300 billion OpenAI deal may look impressive, he added, but \u201cwhen you look closer, it\u2019s built on backlog with no guaranteed revenue and massive capex requirements.\u201d<\/p>\n
Gogia argued that enterprises need to fundamentally rethink how they view Oracle cloud contracts. \u201cCIOs need to treat Oracle\u2019s cloud buildout not as a service agreement, but as a shared infrastructure risk,\u201d he said. \u201cIf they can\u2019t fund it, they can\u2019t build it. And if they can\u2019t build it, you can\u2019t run your workloads.\u201d<\/p>\n
Franco Chiam, VP for cloud and data-center research at IDC Asia\/Pacific, takes a more measured view. He suggested the potential Cerner sale \u201ccould indicate a consolidation of its core services (AI-driven infrastructure) rather than a sell-off to fund\/stop bleeding.\u201d Oracle\u2019s underlying business remains strong, he noted, with cloud infrastructure revenue growing 66% year over year in the three months ended November 30, and GPU-related infrastructure up 177%, according to the company\u2019s latest earnings report.<\/p>\n","protected":false},"excerpt":{"rendered":"Sanchit Vir Gogia, chief analyst at Greyhound Research, sees the banking divergence as a critical warning sign. \u201cThe…\n","protected":false},"author":2,"featured_media":441581,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[45],"tags":[182,181,507,74],"class_list":{"0":"post-441580","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-artificial-intelligence","10":"tag-artificialintelligence","11":"tag-technology"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/441580","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/comments?post=441580"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/441580\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media\/441581"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media?parent=441580"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/categories?post=441580"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/tags?post=441580"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}