“I think we’ll get back to everyone at the end of the fiscal year and talk about next year’s capex at that point,” said Kehring in response to a question. However, he flagged that Oracle is working on financing structures where future spending doesn’t come out of Oracle’s pocket but instead can be paid for by customers paying for capacity and services. “The most interesting thing that you can start thinking about is the uncoupling of CapEx with capital requirements from Oracle,” Kehring said.
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