I knew Oracle was spending aggressively, but I didn't realize it was this aggressive.
In just 12 months:
Property & equipment went from $43B to $100B.
Their infrastructure footprint more than doubled.
That kind of buildout is pretty staggering for a company of this size.
It feels like they've fully shifted into AI/datacenter mode. They're not just talking about demand; they're actually building for it at scale.
What stands out to me is the speed. Oracle has never expanded this fast in its history.
Companies usually don't spend like this unless they already see massive demand coming.
I keep seeing people call $Oracle(ORCL)$ "old tech," while they're quietly building one of the largest infrastructure expansions in the market right now. Kind of hard to ignore at this point.
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