WSJ says OpenAI missed internal rev and user targets, partly from Gemini/Anthropic competition. Reuters previously reported OpenAI’s $ORCL compute deal at $300B over \~5 years, or roughly $60B/year, starting in 2027.
If OpenAI monetization is lagging while compute commitments ramp, does $ORCL’s AI backlog look riskier, or is the demand still money-good?