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Oracle Asserts AI Cloud's Gross Profit Margin May Hit 35%, with $65 Billion in Orders Already Secured
2025-10-17 /
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Author：小编
On October 16 (local time), during the Oracle AI World Conference, Clay Maguire, the co-CEO of the company, disclosed that an AI infrastructure project spanning six years and boasting a total revenue of $60 billion has the potential to achieve a gross profit margin of 35%. This margin serves as a valuable benchmark for large-scale customers as well. Moreover, Oracle's remaining performance obligations have surpassed the $500 billion mark. Maguire further elaborated that within the 30-day period of the last quarter, Oracle inked new cloud infrastructure supply contracts amounting to $65 billion. These contracts encompass seven separate agreements from four distinct customers.
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