Oracle shares slide on $15B increase in data center spending(arstechnica.com)

3 pointsby andyjohnson07 เดือนที่ผ่านมา1 comments

Oracle shares slide on $15B increase in data center spending

https://arstechnica.com/information-technology/2025/12/oracle-shares-slide-on-15b-increase-in-data-center-spending/

1 comments

nabla97 เดือนที่ผ่านมา

The difference between Oracle and Microsoft, Meta, Google, Amazon, Nvidia is that Oracle takes debt to finance its AI investments.

If things go south, Oracle is left naked.