The Weight of the (OpenAI) World? Previewing Oracle's Consensus Expectations
Consensus Estimates with Historical Valuation Context
Just how much has shifted under the surface for Oracle as Anthropic continues to rip share away from OpenAI? I have to assume there is a body or two down there. Here are Consensus expectations for the quarter and the two years forward (although it’s unclear if Oracle will continue to forecast a second out-year):