Rohan Paul (@rohanpaul_ai)T2·68 pts
- Oracle projects positive cash flow in H2 FY2028 with a target of at least $30B FCF for FY2029
- Burned $23.7B building AI data centers in FY2026; plans $90B-$95B capex this year
- Mitigates costs via customer prepayments, BYO hardware, and vendor financing while capping future fundraising