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Oracle
Every piece of Zan Digital analysis that covers Oracle — 7 pieces, each figure traced to a named source.
- 001AI Capex 2026: The $725B Bet With No Payback MathFour hyperscalers plan roughly $725B of capex in 2026, up 77% on 2025. Here is where the money goes, what it earns today, and the three numbers to watch.$725B
- 002GPU Depreciation: The $176B Accounting Question in AIHyperscalers depreciate AI hardware over 5 to 6 years. One investor puts the resulting overstatement at $176B through 2028. Both sides of the argument, checked.$176B
- 003The $662B Data Centre Leases Off Big Tech Balance SheetsMoody's found $969B in hyperscaler lease commitments, $662B of it not yet on any balance sheet. What the rule is, why it matters, and when it arrives.$969B
- 004The SaaSpocalypse: How Software Lost Its Valuation PremiumEarly 2026 erased hundreds of billions in software market cap on the bet that AI replaces SaaS. What happened, and whether the repricing was rational.Q1 2026
- 005AI Moats in 2026: Integration Depth Beats Model DepthThe top 4 AI labs sit within 25 Elo points of each other. Model quality no longer separates products. Integration depth does, and here is the evidence.25 Elo
- 006AI Adoption by Industry: Why Banking Leads HealthcareCensus puts finance and insurance at 33.9% AI use against a 19.8% national rate. Healthcare sits near the average. The 47% banking figure is a different survey.33.9%
- 007Oracle Layoffs: 30,000 Announced, 21,000 Actually GoneOracle announced 30,000 layoffs in 2026 and its 10-K showed headcount down 21,000. Separating the AI explanation from a negative $23.7B cash flow year.30,000