Patrick Moorhead(@PatrickMoorhead):Microsoft and Oracle last reported more than $1.3 trillion of signed contracts they haven't delivered yet. Both say demand is outrunning supply. The AI question isn't demand. It's how fast they can build. Thursday I'm on @YahooFinance right after $INTC reports. It's The Week Ahead In Technology for October 26, 2026. $MSFT, $GOOGL and $AMZN report back to back. I care less about beats than backlog becoming revenue. @Oracle hosts AI World and its investor day. It expects about 13% of its backlog to become revenue within a year; Microsoft, about 30%. $INTC: the 14A customer-commitment window is open. Customers set the clock. $KLAC, $SKHY and $NOW report. ServiceNow: agents in booked revenue, not pilots. I'm in New York for @cloudera EVOLVE26 to talk sovereign AI. So who turns backlog into revenue fastest?

2026.10.25 19:57

Microsoft and Oracle last reported more than $1.3 trillion of signed contracts they haven't delivered yet. Both say demand is outrunning supply. The AI question isn't demand. It's how fast they can build. Thursday I'm on @YahooFinance right after $INTC reports. It's The Week Ahead In Technology for October 26, 2026. $MSFT, $GOOGL and $AMZN report back to back. I care less about beats than backlog becoming revenue. @Oracle hosts AI World and its investor day. It expects about 13% of its backlog to become revenue within a year; Microsoft, about 30%. $INTC: the 14A customer-commitment window is open. Customers set the clock. $KLAC, $SKHY and $NOW report. ServiceNow: agents in booked revenue, not pilots. I'm in New York for @cloudera EVOLVE26 to talk sovereign AI. So who turns backlog into revenue fastest?