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Will NVIDIA state by Nov · settles Dec 14 · 52 days

Will Oracle's property and equipment purchases hit 143 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 143.0 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 143.0% of its revenue?

NVIDIA will say inference is over half of demand

Yes: capital spending stays near the 147 percent pace reported in the prior quarter.

NVIDIA will not make that statement

No: spending eases or revenue growth outpaces it, pulling the ratio under 143 percent.

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The Part On the Docket