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Sources: Microsoft's US data center crunch will last through H1 2026, longer than previously outlined, as the company restricts new Azure cloud subscriptions (Brody Ford/Bloomberg)

Brody Ford / Bloomberg : Sources: Microsoft's US data center crunch will last through H1 2026, longer than previously outlined, as th...

7 October 2025

Docs: Oracle generated ~$900M from its Nvidia cloud server rental business, with a $125M gross profit, or a 14% margin, vs. its ~70% overall gross profit margin (The Information)

The Information:
Docs: Oracle generated ~$900M from its Nvidia cloud server rental business, with a $125M gross profit, or a 14% margin, vs. its ~70% overall gross profit margin  —  Oracle became the best-performing megacap stock of 2025 after its executives said last month that the once-sleepy database firm …

Posted from: this blog via Microsoft Power Automate.

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