Artificial intelligencefromTheregister4 weeks agoOracle takes on $18B debt amid AI infrastructure gambleOracle raised $18 billion in debt to fund massive datacenter and AI infrastructure expansion, increasing leverage and prompting credit-rating concern.
Artificial intelligencefromTheregister4 weeks agoAI hype train may jump the tracks over $2T bill, warns BainAI datacenter buildout requires $500 billion annually; the industry needs $2 trillion in annual revenue by 2030 to fund it, but funding likely falls short.
Artificial intelligencefromComputerworld1 month agoAI bubble watch: OpenAI to burn through $115B by 2029Major AI software companies are burning massive capital on chips and datacenters with unclear, distant paths to sustainable profitability.