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The Information

Oracle Cloud Infrastructure Revenue Doubles, Inside Blackstone’s Bid to Rule Over AI Financing

Sep 12, 2026 · 0:47:57
✨ AI Summary
  • Oracle's revenue doubles, but cash burn trajectory is a concern.
  • Blackstone expands its AI financing venture with Google's TPUs.
  • Discussions on Apple's iPhone Duo, AI agent sandboxes, and existential risks.

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