Inside Oracle’s $300B OpenAI Deal: Is ORCL AI Cloud Falling Apart?

Oracle’s $300 billion deal with OpenAI was supposed to make it a top player in AI infrastructure. But new reports reveal razor-thin profit margins and rising financial pressure that could put its entire AI cloud business at risk.In this deep-dive, we break down:🔍 How Oracle’s AI cloud business really works🔍 The shocking report that sent its stock tumbling🔍 The true cost of renting Nvidia’s expensive GPUs🔍 What Oracle’s $455B contract backlog means for future profits🔍 Whether this AI gamble can pay off, or if Oracle is overextended in a high-cost race📍Highlights:00:00 Introduction00:21 From Success Story to Scrutiny01:20 Why Oracle’s Cloud Margins Are So Thin02:44 The $455 Billion Question: Oracle’s RPO03:39 Oracle’s CapEx and Financial Pressure04:29 What Oracle Still Has Going for It05:14 The Bottom Line💬 Tell us: Do you think Oracle can pull off this AI turnaround?