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Oracle (NYSE: ORCL) is losing a cloud AI rental arrangement as Microsoft winds down use of Oracle infrastructure tied to older Nvidia chips. ING plans to sell a large portfolio of data center loans that includes a major Oracle related AI project involving OpenAI and SoftBank. Both the Microsoft exit and ING loan sale raise fresh questions about demand for Oracle linked AI infrastructure projects. Take a look at 4 other big wins we have identified for Oracle. Consider widening your research to other AI infrastructure players through 53 AI infrastructure stocks.
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