ORCL News
R40 coverage for Oracle Corporation (ORCL).
R40 Coverage
In-Depth
SpaceX Uses Megapacks to Tame Its Gigawatt. Bloom Energy Sells the Megawatts Before the Grid Arrives.
Tesla Megapacks stabilize volatile AI loads; Bloom fuel cells generate onsite before the grid arrives. Where each wins, and why data centers will use both.
R40
News
Oracle Burned $23.7 Billion Building the AI Boom. We Wrote the Capex Retrospective and Left It Out.
Oracle burned $23.7B of capex in FY2026 while revenue growth more than tripled, yet scores an 11 on the Rule of 40. The borrower's side of the AI buildout.
R40