You seem to be either implying the deal doesn't actually exist, or that it is with some entity that won't actually be able to meet the commitment. The former

You seem to be either implying the deal doesn't actually exist, or that it is with some entity that won't actually be able to meet the commitment. The former would be outright fraud. The latter would be a really bad idea on Oracle's side; being able to actually serve that contract will require a huge amount of capex spenditure, and that spending needs to start pretty much right now. They're not taking the liability of that build-out without having confidence in the customer actually paying in three years.