ORCL Outlook Hinges on NVDA Blackwell Production, Compute Capacity
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Oracle's earnings are expected to be stable, but future outlook depends on compute demand and supply dynamics, particularly related to NVDA's Blackwell production.
March 10, 2025 | 3:15 pm
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Oracle's earnings are expected to be stable, but the company's future outlook is closely tied to compute demand and supply dynamics, especially concerning NVDA's Blackwell production.
Oracle's earnings are expected to be stable, but the company's future outlook is dependent on compute demand and supply, particularly related to NVDA's Blackwell production. This suggests a neutral short-term impact as earnings are stable, but future growth is uncertain.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 80