3 Ways Oracle’s OpenAI Deal Could Play Out. Only 1 Looks Good for the Stock.

Oracle stunned markets when it unveiled a stronger-than-expected forecast for so-called Remaining Performance Obligations, or RPO, a key industry metric that often acts as a proxy for long term revenue projections. “Oracle has been studying the data center model for more than a decade as it meticulously planned to take share from established players like Amazon and Microsoft,” he added.