By Rishabh Mishra
Publication Date: 2025-11-14 04:45:00
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A well-known technology analyst has sharply criticized Oracle Corp.‘S (NYSE:ORCL) high-profile AI strategy and describes it as “bad behavior” and an “irresponsible investment” that is based on speculative demand, in contrast to the “healthy” and established customer-focused AI developments Microsoft Corp. (NASDAQ:MSFT), Amazon.com Inc. (NASDAQ:AMZN), And Alphabet Inc.‘S (NASDAQ:GOOG) (NASDAQ:GOOGL) Google.
Gil LuriaHead of Technology Research at DA Davidson, speaking to CNBCargued that Oracle is “borrowing to provide capacity for startups,” a risky move.
He compared this directly to his “Big Tech” competitors who “have all the customers, are all cash” and are building data centers to meet demand that are “already sold three years in advance.”
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