Oracle's CapEx-to-revenue ratio has gone from 13% in FY2024 to 37% in FY2025 to an estimated 75% in FY2026. But their CapEx-to-infrastructure revenue ratio can range from 101% to 206%. This is a tax ...
As AI becomes more like a recurring utility expense, IT decision-makers need to keep an eye on enterprise spending. The costs of GPU use in data centers could track with overall costs for AI.
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