Key Points Oracle’s cloud infrastructure revenue jumped 121% in its latest quarter. Its $664 billion backlog points to demand, but building the cloud computing capacity to serve it is costly. Oracle's debt, lease commitments, and negative free cash flow make the stock too risky for me. 10 stocks we like better than Oracle › $800 billion. That's how much just five technology megacaps are expected to spend in capital expenditures this year alone, with the vast majority earmarked for artificial intelligence (AI) projects. It turns out building AI data centers is fabulously expensive. Missed AI’s "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005.
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