Oracle Booked $11.4B in Capex-Related Customer Prepayments in Q1 FY27: Build After Billing
HaktanSuren · x · 2026-09-11
Oracle's Q1 FY27 results include $11.4 billion in customer prepayments tied to capex — essentially customers paying before the infrastructure is built. The poster quips: "Can we ask customers to pay before we build it?" The figure is a stark signal of how insatiable AI compute demand has become, inverting the traditional build-first cloud model.
Related event: Oracle Q1 Revenue Beats Estimates as AI Demand Drives Cloud Surge(3 posts)→
More from Venture
- NoSpoon Developer Pivots Open-Source Tool to Private, Citing Bleak Market Outlook — _vincentlange · 2026-09-11
- Marc Loou gives away free book on making $3M from 36 startups, 90% of them failures — marclou · 2026-09-11
- Trucking brokerage acquired for its AI platform and 8,000-carrier network, not revenue — MatthewChang · 2026-09-11
- Investor argues Palantir-Nvidia partnership should slash Anthropic's IPO valuation — pdamodaran · 2026-09-11
- Moonshot's annualized revenue jumped from $300M to $1B in two months after Kimi K3 — Hesamation · 2026-09-11
- Mid-market companies' AI SEO bottleneck is ops execution, not strategy, says SEO practitioner — gaganghotra_ · 2026-09-11