We’re not just a data company at New Constructs. We like to use our proprietary data to make predictions, and a big one just came true. A multi-billion dollar big one.
In our report, “Danger Zone: The Losers in the AI Arms Race” we predicted that Oracle (ORCL) would have to cut spending or dilute investors to stay in the AI race.
Since then, the stock is down 37% and Bloomberg now reports that Oracle is dropping a major datacenter project with OpenAI.
The signs were there all along, you just had to know where to look.
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