Lightwave Logic Inc (LWLG)

[tkg]

From the Oracle call...

Oracle Chairman Larry Ellison cited increased business from Microsoft on the earnings call.

“We’re building 20 data centers from Microsoft and Azure. They just ordered three more data centers this week,” Ellison said.

The company’s other units didn’t fare as well.

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Spoiler alert: We have a surprise with $NVDA coming next week. In the meantime, we are building data centers at record levels and these are the world's largest data centers. Still, it will take us 24 months to get these all online. RPO is growing faster than revenue because we can’t meet the demand. However, as we bring these online, they are immediately filling up with capacity, and we still expect our margins to improve even as our Capex goes considerably higher.