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Micron $MU RPO tied to its long-term customer agreements have increased to roughly $150B from $100B last Qtr.
Oracle's Q4 RPO hit $638B, up 363% year over year and $85B more than Q3. They're crediting the big jumps in RPO and revenue to the rising demand for cloud infrastructure for AI training and inferencing. 📈☁️
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Goldman Sachs: Microsoft says their $51 billion RPO increase QoQ in Q4 was entirely driven by non-frontier lab bookings. $MSFT
ORACLE CFO EXPECTS AROUND HALF OF ITS RPO TO CONVERT INTO REVENUE OVER THE NEXT 36 MONTHS, WITH NEW REVENUE BACKLOG NOT EXPECTED TO IMPACT REVENUE OR CAPEX UNTIL FY2028 OR LATER.
ORACLE CFO EXPECTS AROUND 50% OF THE COMPANY’S $664 BILLION RPO TO CONVERT INTO REVENUE OVER THE NEXT 36 MONTHS, WITH NEWLY BOOKED REVENUE BACKLOG NOT EXPECTED TO IMPACT REVENUE OR CAPEX UNTIL FY2028 OR LATER.
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IMO the new Ultra will cut RTX PRO 6000 prices. RTX RPO 6000 has 96gb of VRAM and costs around $14k. And you need an actual PC to run it. M5 Ultra costs ~$10k and has 256gb and require nothing else to run it. Diff in memory bandwidth? 1,200 GB/s vs 1,792 GB/s What would you choose?
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Russian quadcopter footage shows a Ukrainian USV armed with six RPO-A Shmel thermobaric launchers and FPV drone containers. Per Russian sources, these vessels are hitting positions on the Kinburn Spit and can deploy up to 8 FPV drones each.
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