Rebecca Wettemann

CEO & principal analyst, Valoir

Quoted reading Oracle's 97.9% GPU utilization as contracted business converting into revenue — the most generous defensible reading of a quarter that still burned $5.4 billion.

Based: United States
Known for: Two decades valuing enterprise technology, previously at Nucleus Research and IDC.

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Labor

Oracle's sales soar. Its layoff budget grows too.

Infrastructure sales more than doubled. That has not stopped Oracle from expanding its restructuring plan, largely devoted to severance.

September 11, 2026 · 2 min read