Oracle's $100 Million Loss from Blackwell Chips Rentals and Server Profit Margin Impact

Oracle reported a significant loss of nearly $100 million from the rentals of Blackwell chips in the most recent quarter, causing its shares to slump by 5%. Additionally, Oracle's gross profit margin from rentals of servers powered by Nvidia chips averaged around 16% in the past year. This financial setback has raised concerns about the company's performance and future strategies, and the impact on Oracle's overall financial health and market position remains to be seen.

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  ·10-08
  $Oracle(ORCL)$ $NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ 🚨🔥💻 Oracle’s GPU Rentals Exposed: Thin Margins, Big Questions, and a $1 Trillion AI Bet 💻🔥🚨 I’m watching $ORCL sink fast, down more than 7% intraday, after The Information dropped a bombshell report on Oracle’s AI cloud margins. Oracle generated $900M in Nvidia-powered cloud revenue but earned only $125M in gross profit. Some GPU rentals were reportedly loss-making. This isn’t just a dip; it’s a sharp repricing of how the market views Oracle’s role in the AI infrastructure boom. 📉 Market Reaction Oracle shares cratered from $291.59 to $274.89 (-5.72%) in a matter of hours after the report. Intraday price
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  ·10-08
  $Oracle(ORCL)$ $NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ 🚨🔥💻 Oracle’s GPU Rentals Exposed: Thin Margins, Big Questions, and a $1 Trillion AI Bet 💻🔥🚨 I’m watching $ORCL sink fast, down more than 7% intraday, after The Information dropped a bombshell report on Oracle’s AI cloud margins. Oracle generated $900M in Nvidia-powered cloud revenue but earned only $125M in gross profit. Some GPU rentals were reportedly loss-making. This isn’t just a dip; it’s a sharp repricing of how the market views Oracle’s role in the AI infrastructure boom. 📉 Market Reaction Oracle shares cratered from $291.59 to $274.89 (-5.72%) in a matter of hours after the report. Intraday price
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Oracle's $100 Million Loss from Blackwell Chips Rentals and Server Profit Margin Impact

Oracle Stock Falls 5% as Report Highlights Thin Profit Margins in NVIDIA Chip-Based Cloud Business

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Oracle Lost Nearly $100 Million From Rentals Of Blackwell Chips In Most Recent Quarter - The Information

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Stock Track | Oracle Plummets 5% as Blackwell Chip Rentals Lead to Nearly $100 Million Loss

甲骨文最近一季度因租赁Blackwell芯片损失接近1亿美元

Oracle Lost Nearly $100 Million From Rentals of Blackwell Chips in Most Recent Quarter - the Information