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Message: [QUOTE="Techmeme, post: 9009"] [URL='https://www.theinformation.com/articles/internal-oracle-data-show-financial-challenge-renting-nvidia-chips'][IMG]http://www.techmeme.com/251007/i17.jpg[/IMG][/URL] [URL='http://www.techmeme.com/251007/p17#a251007p17'][IMG]http://www.techmeme.com/img/pml.png[/IMG][/URL] [URL='https://www.theinformation.com/']The Information[/URL]: [B][URL='https://www.theinformation.com/articles/internal-oracle-data-show-financial-challenge-renting-nvidia-chips']Docs: Oracle generated ~$900M from its Nvidia cloud server rental business, with a $125M gross profit, or a 14% margin, vs. its ~70% overall gross profit margin[/URL][/B] — Oracle became the best-performing megacap stock of 2025 after its executives said last month that the once-sleepy database firm … [/QUOTE]