Oracle says AI infrastructure projects are profitable and margins should improve as capacity comes online

, DIGITIMES Asia, Taipei

Mar 11, 2026, 09:09, Updated: Mar 11, 2026, 11:49 0

Credit: AFP

Oracle told investors during its third-quarter fiscal-year 2026 earnings call that its AI infrastructure business is profitable today and should become more so as under-construction capacity is completed, estimating accelerator gross margins in the 30% to 40%...

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