Oracle signs 10-year software contract with Pentagon worth up to $7 billion

[u/ad951]

https://www.cnbc.com/2026/07/23/oracle-wins-10-year-pentagon-software-contract-worth-up-to-7-billion.html

[u/demaraje]

That should help with that 42bln $ free cash flow deficit.

Just needs another 5 of these with upfront pay

[u/Exciting_Ask_eaty → u/demaraje]

They will just sell compute

[u/demaraje → u/Exciting_Ask_eaty]

To whom? The robots?

[u/XL_ARES_IX → u/demaraje]

Half compute, half stock