The company said Sunday night that it planned to raise up to $50 billion in debt and equity during the 2026 calendar year to fund additional data center capacity for its cloud customers. The market's initial reaction was favorable, with Oracle shares rising about 2% in early trading, as investors took the announcement as confirmation that demand for AI infrastructure remained strong and contracted. The market seemed to feel confident that Oracle actually had a plan to address its roughly $100 billion debt load.
SoftBank is considering a new investment in OpenAI that could amount to $30 billion. This would further strengthen the Japanese technology conglomerate's position with one of the most influential AI developers. The plans were reported on by Bloomberg. The talks are still in the early stages, but they once again underscore the scale of founder Masayoshi Son's ambitions in the field of artificial intelligence.
I'm a little bit surprised they've moved so early into that, I mean, look, ads, there's nothing wrong with ads...they funded much of the consumer internet. And if done well, they can be useful,
