Market Chatter: Oracle's Nvidia-Powered AI Cloud Margins Lag Despite Revenue Growth-To The Moon - Tiger Brokers Online Investing Community - To The Moon

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Market Chatter: Oracle's Nvidia-Powered AI Cloud Margins Lag Despite Revenue Growth

MT Newswires Live10-07

Oracle (ORCL) is seeing thin profit margins in its fast-growing artificial intelligence cloud server business, according to internal documents cited by The Information on Monday.

The company generated about $900 million from renting servers powered by Nvidia (NVDA) chips in the quarter ended August, posting a 14% gross profit margin, or roughly $125 million. Oracle's AI cloud margins have averaged around 16% over the past year, well below analyst estimates, the report noted.

The documents show Oracle lost nearly $100 million from rentals of Nvidia's Blackwell GPUs in the most recent quarter. The firm's graphics processing unit cloud business now accounts for roughly 27% of its total cloud server revenue, which reached $10 billion in its last fiscal year, the report noted.

Oracle and Nvidia did not immediately respond to MT Newswires' request for comment on the matter.

(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)

Price: 275.38, Change: -16.21, Percent Change: -5.56

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