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  "documentTitle": "2025 Bond Cap Artificial Intelligence AI 2025",
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  "notes": "The chart shows a steep upward trajectory for Oracle's AI infrastructure revenue from F2022 to F2024.",
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      "text": "There are many, many [AI infrastructure] customers who have come on and that haven't gotten capacity yet... ...We've got at least 40 new AI bookings that are over a billion (dollars) that haven't come online yet. - Oracle CEO Safra Catz, 3/24",
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      "text": "Source: Oracle, Morgan Stanley estimates, 'What's Ahead for the AI Infrastructure Cycle' (8/24)",
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