The Projection — a symmetric watercolor butterfly

The Projection

The surface is never the system.

← Research · Q1

Oracle → unnamed vendor(s)

$70.0B (ceiling) — On its earnings call of September 10, 2026, as transcribed by moomoo Community, Hilary Maxson said that states that Oracle anticipates not more than $70 billion in net cash capital expenditures for the full year, an expected ceiling for fiscal 2027 (the fiscal year ending May 31, 2027) on a net cash basis (net of customer prepayments). (paid to unnamed vendors/contractors — this source doesn't disclose who specifically got the money)

low confidence · as of 2026-06-01T00:00:00Z ·

$70.0B (ceiling) — On its earnings call of September 10, 2026, as transcribed by moomoo Community, Hilary Maxson said that states that Oracle anticipates not more than $70 billion in net cash capital expenditures for the full year, an expected ceiling for fiscal 2027 (the fiscal year ending May 31, 2027) on a net cash basis (net of customer prepayments). (paid to unnamed vendors/contractors — this source doesn't disclose who specifically got the money)

Sourced figures 1


the working

Basis

$70.0B (ceiling) — On its earnings call of September 10, 2026, as transcribed by moomoo Community, Hilary Maxson said that states that Oracle anticipates not more than $70 billion in net cash capital expenditures for the full year, an expected ceiling for fiscal 2027 (the fiscal year ending May 31, 2027) on a net cash basis (net of customer prepayments). (paid to unnamed vendors/contractors — this source doesn't disclose who specifically got the money)

A claim is one metric we assert about a node — the value is the summary, this page is the receipt. Sourced from kestrel; supersedes-history not yet shown. Back to Research · Q1.