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Oracle Reports 850MW Delivered and 20% Higher GPU Renewals

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Sig1.58Sen+2.75Env0.00Soc0.00Gov0.00

The piece weighs competing frontier-model bets priced the same, including a potential $2 trillion public-market path for one lab. Against that backdrop, it highlights Oracle’s AI infrastructure performance, citing 850MW delivered, 97.9% GPU utilization, and renewals priced 20% higher, as connected signals of demand for compute capacity.

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