Will NVIDIA state by Nov · settles Dec 14 · 52 days
Will Oracle's property and equipment purchases hit 160 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 160.0 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 160.0% of its revenue?
NVIDIA will say inference is over half of demand
Yes: capital spending accelerates further past the 147 percent reading from the prior quarter.
NVIDIA will not make that statement
No: spending growth slows or revenue rises faster, keeping the ratio under 160 percent.
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