“And we do expect Stargate of our first large Stargate contract fairly soon.”

In context

“hat can Oracle do that others can't? Thanks. Lawrence Ellison : Well, I think it's actually very simple. The capability we have is to build these huge AI clusters with technology that actually runs faster and more economically than our competitors. So it really is a technology advantage we have over them. If you run faster and you pay by the hour, you cost less. So that technology advantage translates to an economic advantage, which allows us to win a lot of these huge deals. And it is not just the Stargate deal, which is in our future, by the way. We got to over $130 billion in RPO without any transactions from Stargate. So again, Stargate looks to be the biggest project -- AI training project out there. And we expect that will allow us to grow our RPO even higher in the coming quarters. And we do expect Stargate of our first large Stargate contract fairly soon. Brad Zelnick : Great. Larry, if I could maybe just sneak in a very quick one for Safra. When Stargate does hit as it is a related party. Is there anything that you can share with us as to how we should expect it might flow through the financials? Thanks again. Safra Catz : Well, it won’t flow -- through us in any unique way. They will place contracts with us, and they'll come right through. So I'll be explaining it to you once it's fully laid out, but it's not going to make your work harder. We are going to be very, very clear on as the contracts come through us. It won't be as much of a change as you think it's just going to be even larger numbers. Brad Zelnick : Well, thank you again. Operator: And your next question comes from the line of Derrick Wood with TD Cowen. Your line is open.”