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Artificial intelligence
fromwww.mercurynews.com
3 weeks ago

Oracle at center of tech's $500 billion AI-fueled rent spree

Cloud-computing firms have committed about $500 billion to future data-center leases to support AI, with Oracle holding the largest share and long-term obligations rising.
fromArs Technica
1 month ago

Oracle hit hard in Wall Street's tech sell-off over its huge AI bet

Of the five hyperscalers-which include Amazon, Google, Microsoft, and Meta-Oracle is the only one with negative free cash flow. Its debt-to-equity ratio has surged to 500 percent, far higher than Amazon's 50 percent and Microsoft's 30 percent, according to JPMorgan. While all five companies have seen their cash-to-assets ratios decline significantly in recent years amid a boom in spending, Oracle's is by far the lowest, JPMorgan found.
Artificial intelligence
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