$Oracle(ORCL)$ So if data center demand fades, that could actually work out for Oracle. They'd return the extra capital and just stay the main landlord, charging a premium for AI infrastructure. That looks like a win either way.
$Oracle(ORCL)$ So if data center demand fades, that could actually work out for Oracle. They'd return the extra capital and just stay the main landlord, charging a premium for AI infrastructure. That looks like a win either way.
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