Market context
Cloud Backlog Growth news
Follow the story. See which markets it affects. Explore the context.
Latest coverage
Recently added · Page 1Oracle's $638B Backlog Fuels AI Cloud Boom Despite Cash Burn
Oracle and Supermicro FY2026 results highlight AI infrastructure momentum—Oracle's $638B backlog and 93% cloud growth, Supermicro's margin doubling—though both burned significant cash, raising sustai…
Oracle (ORCL) Declines as Nvidia (NVDA) Costs Pressure Margins Ahead of Key AI Events
Oracle's cloud margin concerns weigh on stock amid high Nvidia chip costs. Upcoming Oracle World and Analyst Day events may clarify margin strategy and boost confidence. Despite short-term pressure, …