Oracle Posts Higher Profit, Revenue on Continued Cloud Infrastructure Strength
Anthropic revealed DeepSeek and Moonshot used fake accounts and millions of queries to distill its models. Tech leaders must audit model provenance in vendor selection; the disclosure signals US-China AI competition intensity and infrastructure-dependency risks.
Cloud infrastructure di Oracle +121% a $7.4B nel Q1; earnings $1.92 vs $1.74 atteso, stock +4%. Capex massiccio ($28.5B) sfida AWS/Google per catturare workload AI; rischi: dipendenza OpenAI (50% backlog) e pricing pressure da open-weight.
Oracle Stock Rises After Solid Earnings
Oracle's stock moves higher on surging cloud infrastructure revenue growth - SiliconANGLE