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Oracle to invest $2.4 billion quarterly in cloud infra as demand grows in triple digits | CIO
https://www.cio.com/article/416152/oracle-to-invest-2-4-billion-quarterly-in-cloud-infra-as-demand-grows-in-triple-digits.html
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Cloud services as a category has been growing faster than license support business for the company, which expects cloud infrastructure margins to improve in the coming quarters.