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Oracle will have to borrow at least $25B a year to fund AI fantasy, says analyst

lundi 29 septembre 2025, 20:16 , par TheRegister
Bubble, you say? OpenAI will borrow billions to pay Big Red, who will borrow billions on the hope OpenAI pays it
As part of its $300 billion cloud compute contract with OpenAI, Oracle may need to borrow roughly $100 billion over the next four years to build the datacenters required, according to KeyBanc's projections.…
https://go.theregister.com/feed/www.theregister.com/2025/09/29/oracle_ai_debt/

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mar. 30 sept. - 10:04 CEST