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Oracle, Adobe, Today: AI demand isn’t the issue anymore. The cost is 👀 Oracle has a huge $638B backlog, but investors are keen to see how fast it turns into revenue and if that cash can surpass AI spending. Adobe faces a similar challenge with Firefly and GenStudio: can AI boost revenue without From Oracle’s cloud to Adobe’s software and Apple’s AI hardware, the focus is shifting from creating AI to showing it actually pays off. #SeptHikeOddsHit90%