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Oracle's Huge Order for Computing Power Underscores the Explosive Growth in Demand for AI Inference
2 day ago /
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Author：小编
As per a report from the China Securities Journal, Oracle's remaining performance obligations (RPO) pertaining to its cloud infrastructure business in the first quarter of the fiscal year 2026 soared to $455 billion, marking a staggering 359% year-on-year increase. Almost 60% of this significant RPO growth can be attributed to a massive five-year, $300 billion order for inference computing power that Oracle inked with OpenAI.
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