Top Analyst Says Oracle's 'Irresponsible' AI Bet Differs From 'Healthy' Microsoft And Google Demand: A 'Bad Business' With 'Very Low Margins'
A prominent technology analyst has slammed Oracle Corp.'s (NYSE:ORCL) high-profile AI strategy, labeling it “bad behavior” and an “irresponsible investment” that relies on speculative demand, unlike the “healthy” and established customer-driven AI buildouts at Microsoft Corp. (NASDAQ:MSFT), Amazon.com Inc. (NASDAQ:AMZN), and Alphabet Inc.‘s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google.
Benzinga ·