AlphaSense(@AlphaSenseInc):$ORCL CEO Clay McGurk says in a world where demand exceeds supply, prices go up rather than down, but they charge more accordingly so this does not impact gross margins, and previous guidance still holds. He notes that in 12 years at Oracle and his career in infrastructure, demand for server side computing in data centers has only gone up, and the AI use case follows the same pattern but more so, evidenced by capacity renewals achieving prices higher by around 20%.

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AlphaSense@AlphaSenseInc

2026.09.10 22:23

$ORCL CEO Clay McGurk says in a world where demand exceeds supply, prices go up rather than down, but they charge more accordingly so this does not impact gross margins, and previous guidance still holds. He notes that in 12 years at Oracle and his career in infrastructure, demand for server side computing in data centers has only gone up, and the AI use case follows the same pattern but more so, evidenced by capacity renewals achieving prices higher by around 20%.

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