Oracle Watch posted an update
Oracle has raised about US$20bn through an equity sale and bond issues, while major AI cloud contracts with Microsoft and a planned US$7bn chip lease with Tencent have fallen away, according to Simply Wall St.
Why it mattersThat leaves Oracle financing an ambitious data-centre build with more leverage and dilution, as demand visibility relies more heavily on large customers including OpenAI. The figures and interpretation come from Simply Wall St’s investment analysis, not an Oracle announcement. The useful question is whether AI workloads arrive quickly enough to justify the spending, before the bills do.
Discuss: How much should Oracle rely on a small number of large AI customers to justify its data-centre spending?
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