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  • The AI ​​Utility: Oracle is building something Big Tech can’t live without

The AI ​​Utility: Oracle is building something Big Tech can’t live without

vm_adminDecember 18, 2025
The AI ​​Utility: Oracle is building something Big Tech can’t live without

By Jon Markman
Publication Date: 2025-12-18 14:42:00

Oracle’s $523 billion backlog and 438% growth suggest an AI infrastructure opportunity that the market is misjudging.

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