Claus Aasholm
@clausaasholm
Digging semiconductor and tech data for evidence based management and strategies.
가입 November 2009
5K 팔로잉 중 4.8K 팬
On the surface, the Oracle result was very strong from a cash-flow perspective, but the bride was not entirely dressed in white.
You can read more about the changes in strategy of the large hyperscalers here:
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