Oracle just leaked the real price of AI compute: $1.60/hr. Neoclouds are charging 2-4x that. ๐๐ป
$ORCL
AI SUMMARY โ Oracle has revealed AI compute pricing at $1.60/hour, undercutting neocloud providers charging 2-4x more ($3.20-$6.40/hour), suggesting significant margin compression risk for premium cloud providers. Key risks include price wars in AI infrastructure, margin erosion for smaller cloud providers, and Oracle's potential market share gains from competitive pricing.
| TICKER | ORCL |
USER | u/piggydontlie2 |
| RATING |
BEARISH |
ENTRY |
$128.23
|
| POSITION |
77 sh
SYN
|
BOOK VAL |
$10000.00 |
| CURRENT |
$128.23 |
P&L % |
+0.00%
|
| CURR VAL |
$10000.00 |
P&L $ |
+0.00
|