AM AMAT Applied Materials, Inc. 로딩 중... : 애널리스트의 강세 및 약세 의견

Oracle's data center buildout is accelerating dramatically: FY26 delivered 1.2 GW, and FY27 Q1 alone will deliver ~1 GW, almost equal to the prior four quarters combined. — This step-function in capacity delivery signals massive capital deployment into power and cooling infrastructure, directly benefiting equipment suppliers and power companies, and implies Oracle is confident in sustained demand.