2025-12-12 00:05:24

Oracle's making some noise lately, and not the good kind. Seems like the whole AI deflation wave is hitting them harder than expected. When enterprise giants start squeaking about margin pressure from AI commoditization, you know the tech landscape's shifting fast. Traditional cloud players are feeling the heat as AI infrastructure costs drop and competition intensifies. Makes you wonder how legacy tech will adapt when the barrier to entry keeps shrinking.

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

16 Likes

Reward
16
7
Repost
Share

Comment

0/400

LiquidationWatcher

· 12-12 00:35

oracle getting margin-squeezed is exactly what happens before the real bloodbath starts... been there, seen that movie before. legacy players always act shocked when the moat disappears lol

Reply0

LeekCutter

· 12-12 00:34

Oracle's recent situation is really a bit unfortunate. As the AI wave arrives, established cloud providers are starting to lament, haha.

View OriginalReply0

Ser_Liquidated

· 12-12 00:33

Oracle this time really can't compete anymore; once AI gets involved, the entire cloud computing industry becomes dirt cheap.

View OriginalReply0

DeepRabbitHole

· 12-12 00:29

Oracle's recent situation is pretty grim; the AI wave has just slammed them to the ground.