Oracle is set to burn money over the next four years - from fiscal year 2027 to fiscal year 2030, capital expenditures are expected to exceed $282 billion. What does this number mean? It is more than 13 times their $21 billion expenditure in fiscal year 2025.
This kind of crazy expansion is not an isolated case. Giants like Amazon, Meta, Google, NVIDIA, and AMD are all making huge bets on AI and cloud infrastructure. Data centers, computing chips, network architecture—this arms race has reached a scale that is reshaping the entire tech industry.
What does this wave of investment mean for those who are concerned about technological development? More powerful computing capabilities, lower cloud service costs, and more mature AI models. These leaps in underlying capabilities will ultimately permeate various fields such as Web3, decentralized applications, and on-chain AI.
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Oracle is set to burn money over the next four years - from fiscal year 2027 to fiscal year 2030, capital expenditures are expected to exceed $282 billion. What does this number mean? It is more than 13 times their $21 billion expenditure in fiscal year 2025.
This kind of crazy expansion is not an isolated case. Giants like Amazon, Meta, Google, NVIDIA, and AMD are all making huge bets on AI and cloud infrastructure. Data centers, computing chips, network architecture—this arms race has reached a scale that is reshaping the entire tech industry.
What does this wave of investment mean for those who are concerned about technological development? More powerful computing capabilities, lower cloud service costs, and more mature AI models. These leaps in underlying capabilities will ultimately permeate various fields such as Web3, decentralized applications, and on-chain AI.