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AI Shakeout: Amazon & Google Poised to Win as Oracle Faces Risk

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The Story

News Summary

  • Analyst Matt Maley warns Oracle may lose the AI infrastructure race due to heavy leverage and shaky OpenAI lease commitments, while praising Amazon and Google as frontrunners with 'the whole package' to win, citing AWS's 37% growth and $496B backlog.
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AMZN price history

252.77 +10.06% over the displayed period

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