Oracle (ORCL) shares dropped over 5% following news that the company lost nearly $100 million from Blackwell chip rentals last quarter, indicating a margin issue rather than a demand problem for Nvidia (NVDA) GPUs. This suggests that the economics of renting GPUs may be challenging, with customers seeking aggressive deals. Investors should monitor ORCL's profitability in its cloud services, especially concerning Nvidia hardware, as this could impact future earnings.