TickrTrends ORCL fair value analysis

OpenAI to Spend $750 Billion on Compute by 2030 — But It’s Short on Capacity

finance.yahoo.com · 2026-09-09

OpenAI just raised its compute spending target by 25% and still calls itself short on capacity, which puts Oracle's $638 billion backlog and a bleeding cash flow statement on a collision course investors cannot afford to ignore.

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