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Morgan analysts say. Concerns that Oracle would look to borrow more also weighed on investors' outlook, the analysts say. However, the earnings address those concerns, they say. Capacity delivery in the quarter shows a broadening data center build-out, while $30 billion of new AI contracts were largely prepaid, the analysts say. Discipline on spending and borrowing helped operating margin remain flat, they add. 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Expands Government AI Access, Cyber Defense Support","url":"https://stock-news.laohu8.com/highlight/detail?id=2666547994","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666547994?lang=en_us&edition=fundamental","pubTime":"2026-09-11 16:42","pubTimestamp":1789116134,"startTime":"0","endTime":"0","summary":"Microsoft -backed OpenAI is expanding access to its AI tools for federal, state, local and tribal governments through a new multi-year agreement with the US General Services Administration, the company said Thursday.Under the deal, eligible government organizations will receive free ChatGPT licenses and 50% off usage costs under the 27-month agreement, which runs from Oct. 1, 2026, through Dec. 31, 2028.OpenAI will offer verified government entities 50% off Daybreak Blue with training and support, while cyber defenders can request Daybreak Red at standard pricing for advanced security research and red teaming, it added.OpenAI 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This high-stickiness business provided the company with a steady cash flow. The AI era has presented Oracle with a second growth curve: leasing computing power to AI companies that need to train and run large models. 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