One signal

Update

What changed

The Financial Times now says Oracle's faster sales growth suggests progress in its risky push to compete in AI infrastructure. That adds an important wrinkle to the $28.5bn capex story: Oracle is not only spending heavily on the build-out, its commercial momentum may be starting to move with it. The report does not establish that Oracle has caught larger rivals, but it gives the infrastructure race a useful scorecard beyond the spending headline.

Sources and evidence

• Financial Times: The Financial Times report says Oracle's faster sales growth suggests progress in its effort to compete in the AI infrastructure race.

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