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A named marquee customer pursuing multi-year, high-volume compute could meaningfully lift OCI utilization and revenue visibility, supporting margins if contract terms are favorable and renewals occur.
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TikTok USDS Joint Venture is targeting four gigawatts of compute by the early 2030s, underscoring a growing AI infrastructure pull. Oracle Cloud Infrastructure is identified as the primary U.S. cloud provider, with future workloads expected to reside on Oracle facilities. If these plans materialize, OCI could gain durable revenue and higher utilization from a marquee, multi-year AI compute contract.
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