X @郭明錤 (Ming-Chi Kuo)

Here’s a focused analysis of the widely discussed The Information report about Oracle. I believe this analysis helps clarify the report’s logic. I’m not commenting on the report’s motives, nor on Oracle’s share price.The following two passages from the report are pivotal: they indicate the period covered (June–August 2025) and the scope (rentals of small quantities of both new and older Nvidia GPUs).--“In the three months that ended in August, Oracle generated around $900 million from rentals of servers pow ...