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Bank of America models infrastructure-as-a-service growth of 116% YoY for Oracle's cloud infrastructure segment, noting cost pressures.

2 reports, 1 independent Updated Sep 10

Gone quiet

Reports: 2
Developments: 2
Repetition: 0%

New informationRepeats or wire copies

AI-generated analysis. Brind wrote this summary from the reports listed below. It can be wrong. Each section says how much you can rely on it, and the sources are linked so you can check.

What happened

Some supportReported by 1 outlet

Bank of America models infrastructure-as-a-service growth of 116% YoY for Oracle's cloud infrastructure segment, noting cost pressures.

Who's involved

What this event is mainly about

Oracle Bank of America

How it developed

Newest first. Tap a step to see who reported it.

Sep 10BofA analyzes Oracle's IaaS growth, costs, and capex.1 source
- proactiveinvestors.com
Sep 10BoA projects Oracle IaaS revenue surge, linking it to inflation from Iran conflict.1 source
- proactiveinvestors.com

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The entities involved

Oracle
company in Madrid, Spain
- Major tech companies, including SpaceX, Google, and Nvidia, are expanding into AI technology, benefiting from increased demand for AI infrastructure and memory supply.Mon 11:53
- Oracle's AI spending plan relates to OpenAI's compute needs, which in turn benefits Nvidia as a chip supplier.Mon 11:00
Bank of America
American multinational banking and financial services corporation
- Goldman Sachs, Morgan Stanley, JPMorgan Chase, and Bank of America are competing in the global investment banking sector.Mon 17:24
- Both Bank of America and Deloitte have addressed current treasury management trends.Mon 14:26

Related events

Coverage

Newest first; wire copies grouped

Sep 10proactiveinvestors.com
Sep 10proactiveinvestors.com