Oracle is cutting thousands of jobs to "handle a cash crunch from its massive AI data center expansion effort." While layoffs sound negative, they indicate a capital reallocation toward high-growth AI infrastructure. The company is aggressively pivoting resources to meet the "massive" demand for data centers, signaling strong future revenue in cloud/AI. LONG Oracle on the aggressive capex pivot to AI infrastructure. Execution risk on building data centers; cash flow issues if AI monetization is delayed.