Oracle Cloud? It is all mostly exadata as a service and that expensive as hell. All other component services suck. The growth is coming because the Oracle datab

Oracle Cloud? It is all mostly exadata as a service and that expensive as hell. All other component services suck. The growth is coming because the Oracle database lynchpin and restrictive licensing policies. If you analyse the revenue, I think 3-5 customers make bulk of the revenue (Microsoft/OpenAI, X.ai being two of them). NVidia based revenue is not really a sustainable or real revenue stream.