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So... US govt, Apple, or some A.I. bs?
My money is on Apple both for GPU and storage (they've allegedly got a couple exabyte on GCP).
Found a link with more info:

https://www.msn.com/en-us/money/topstocks/oracle-stock-jumps...

"...its chief executive touted the tech giant's recent success in landing cloud services agreements, including one that will reach more than $30 billion in revenue by 2028

Oracle Chief Executive Safra Catz said in a regulatory filing early Monday that... we signed multiple large cloud services agreements including one that is expected to contribute more than $30 billion in annual revenue starting in fiscal year 2028,"

palantir contract to track every american?
The mystery customer goes to a different school...thats why we haven't heard of them
Oracle Cloud only wins deals by making them zero margin or even unprofitable for them. It’s then only way they can compete against more established competitors with better tech and non-asshole business practices.
Some poor guy mistakenly downloaded the Oracle build of Java.