TD Cowen had a data center themed analyst letter today that said that Oracle may lay off 20-30,000 people or sell Cerner to keep up with the debt on the data centers it’s building for OpenAI.
Oracle also bought Cerner, the second biggest EHR software, in 2022 for $28 billion and has since lost a bunch of customers and promises a “revamp” www.healthcaredive.com/news/oracle-...
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