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39 Oracle Raises AI Cloud Revenue Projection, Struggles to Profit From Older Nvidia Chips

The Information
Amir Efrati @ The Information 1 place Ā· 10/16/2025 23:54 EDT

Oracle Raises AI Cloud Revenue Projection, Struggles to Profit From Older Nvidia Chips

Oracle has struggled to generate gross profit margins higher than 25% from renting out one- to two-year old Nvidia server chips to artificial intelligence developers, The Information reported Thursday. The previously unreported data show Oracle has a wide gap to fill to reach what co-CEO Clay ...

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