$Oracle(ORCL)$ First of all, take-or-pay contracts are exactly that... Secondly, they probably have about 300 billion in other contracts. As posted months ago, even if OpenAI tried to cut by 50%, Oracle's backlog is massive based on their revenue.
$Oracle(ORCL)$ First of all, take-or-pay contracts are exactly that... Secondly, they probably have about 300 billion in other contracts. As posted months ago, even if OpenAI tried to cut by 50%, Oracle's backlog is massive based on their revenue.
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