AlphaSense(@AlphaSenseInc):$ORCL CEO Clay McGurk says they delivered 850 megawatts of AI capacity containing more than 300,000 GPUs since the end of Q4, almost 3x what was delivered in all of Q4 and 73% of total capacity delivered last fiscal year. They closed more than $30 billion of additional AI contracts in Q1 without requiring additional capital from Oracle. GPU utilization remains extremely high at 97.9%, and all GPUs that came up for renewal in Q1, most of them four years or older, were renewed or resold at a 20% premium to prior contracts.

AlphaSense

@AlphaSenseInc

Powering the world’s biggest decisions. 7K+ enterprises trust our AI and market intelligence platform to deliver timely insights. (Not investment advice)

加入 September 2013

522 正在關注 35.7K 粉絲

AlphaSense@AlphaSenseInc

2026.09.10 22:24

$ORCL CEO Clay McGurk says they delivered 850 megawatts of AI capacity containing more than 300,000 GPUs since the end of Q4, almost 3x what was delivered in all of Q4 and 73% of total capacity delivered last fiscal year. They closed more than $30 billion of additional AI contracts in Q1 without requiring additional capital from Oracle. GPU utilization remains extremely high at 97.9%, and all GPUs that came up for renewal in Q1, most of them four years or older, were renewed or resold at a 20% premium to prior contracts.