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Oracle warns its massive AI data center capital spending may fail to deliver expected returns.

Hyperscaler capex risk signal: if Oracle—a $400B revenue giant—doubts ROI, it pressures the entire AI buildout valuation and may trigger capex rationalization across peers.
NewswireSlicast · July 1, 2026 at 18:51 UTC · US · Source: Bloomberg.com
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Oracle warns its massive AI data center… · Slicast