Oracle is flagged for structurally lower margins in its new data center and AI inference businesses, with reliance on OpenAI-related RPO described as highly risky. The article also warns that Oracle's debt trajectory is sharply deteriorating, raising existential concerns about the company. Overall, the piece is a bearish assessment of Oracle's business quality, margin profile, and balance sheet risk.
Oracle is flagged for structurally lower margins in its new data center and AI inference businesses, with reliance on OpenAI-related RPO described as highly risky. The article also warns that Oracle's debt trajectory is sharply deteriorating, raising existential concerns about the company. Overall, the piece is a bearish assessment of Oracle's business quality, margin profile, and balance sheet risk.
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