Will NVIDIA state by Nov · settles Dec 14 · 52 days
Will Oracle's property and equipment purchases hit 128 percent of revenue in the quarter ending November 30, 2026?
How it settlesDivide purchases of property and equipment by revenue that Oracle reports for the quarter ended November 30, 2026 on SEC EDGAR. Yes if the ratio is at or above 128.0 percent, no if below. Source: SEC EDGAR, XBRL company facts of Oracle (Forms 10-Q and 10-K)
The exact question
Did the purchases of property and equipment of Oracle for the quarter ended November 30, 2026 come to at or above 128.0% of its revenue?
NVIDIA will say inference is over half of demand
Yes: capital spending stays high, continuing the surge seen in the prior quarter's 147 percent reading.
NVIDIA will not make that statement
No: spending eases or revenue grows faster, pulling the ratio under 128 percent.
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