Do you think ORCL needs to partner with more neocloud partners like coreweave and crusoe so they don’t bear the CAPEX alone? Doing so helps but would lower their margins and delay profitability.

Another change would be to diversify GPU manufacturers other than all-in with NVDA (eg. AMD instinct chips)

Without this kind of diversification ORCL is too risky. What are your thoughts on Oracle strengthening its position as an AI hyper scaling player?