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> Oracle sold $18bn of bonds in September. Why is Oracle going into debt for AI? What are they doing
by dmix 1y ago
> Oracle sold $18bn of bonds in September.
Why is Oracle going into debt for AI? What are they doing
- lordofgibbons 1y agoBuilding data centers for OpenAI, but it requires a lot of upfront capital.
- diamond559 1y agoPumping the stonk one last time.
- donavanm 1y agofinancing huge deals for use of OCI https://finance.yahoo.com/news/oracle-corp-orcl-q4-2025-070138315.html https://finance.yahoo.com/news/oracle-corp-orcl-q4-2025-0701.... See Q4 FY25 > Total Cloud Revenue (SaaS + IaaS): $6.7 billion, up 27%. CapEx (Full Year): $21.2 billion. The company is facing supply constraints, unable to meet the high demand for its cloud services, leading to scheduling customers into the future. Much lower name recognition for smaller customers. But there are some big big name "AI" & B2C companies who have _huge_ spend with OCI. This isnt "rent a couple of instances" its much more like "provide a couple GW of compute for X years."