5 ms·

What happens when Oracle can't pay the interest on their loans?

by measurablefunc 3mo ago

mjcl 3mo ago
They can sell the software business to broadcom.
- dj_axl 3mo ago
  They can rent out their AI infra to The Hyperscalers.
  - monocasa 3mo ago
    I think the hyperscalers are smart enough to not let Oracle be their landlord.
    - throwa356262 3mo ago
      Are they? Anthropic is renting compute from a competitor, that also is known for their blackhat business practices.
      - monocasa 3mo ago
        Anthropic isn't a hyperscaler, but instead a hyperscaler customer. And I've seen first hand hyperscalers go to extremely large lengths to eradicate any use of Oracle (which mainly comes in these days through their acquisitions).
  - lelanthran 3mo ago
    > They can rent out their AI infra to The Hyperscalers. I can't tell if this is supposed to be sarcasm or not :-/ Aren't all the token providers right now over-provisioned? They aren't trying to use up all their capacity, they're selling it to one another.
    - chrismustcode 3mo ago
      Apart from SpaceXAI no? There's still a massive compute crunch, I know the opencode guys had been struggling to get capacity, Claude effectively lowered it's limit till the SpaceX deal, Google is struggling. https://x.com/thdxr/status/2024539643673211054 https://x.com/thdxr/status/2024539643673211054 https://www.anthropic.com/news/higher-limits-spacex https://www.anthropic.com/news/higher-limits-spacex https://finance.yahoo.com/technology/ai/articles/ai-demand-outstripping-supply-even-131345229.html https://finance.yahoo.com/technology/ai/articles/ai-demand-o...
- panzagl 3mo ago
  The result would turn into that concentrated evil black lump from Time Bandits
rawgabbit 3mo ago
They will ask tax payers for a bailout?
ceejayoz 3mo ago
They'll use their purchases of TikTok and Paramount to campaign for a bailout.
- llm_nerd 3mo ago
  Campaign? They're friends of the administration, and the US is firmly in the kleptocracy stage now (the last wrungs of democracy are about to be undone this Thursday evening). They'll give a bribe to Trump, they'll offer up 5% of the stock to Chairman Trump as the People's Stock now that the US is basically a bizarre oligarchy form of communism, and Oracle will be declared a state enterprise that cannot lose money. The super rich simply do not fail, and they utterly control every aspect of the US now, exactly as the people apparently wanted. Americans are in a state of profound denial, but things are about to become very real, very quickly.
  - ceejayoz 3mo ago
    The administration isn't fully immune to public opinion yet.
    - triceratops 3mo ago
      Public opinion seems immune to reality though.
    - platevoltage 3mo ago
      If you look back to what he has been able to get away with, and still get re-elected, I'd say he is.
      - ceejayoz 3mo ago
        Nah, they tried the invulnerable thing. They tried really, really hard to avoid the "chaos in the White House" firings from the first term. Noem wrecked it.
        3mo ago
kibwen 3mo ago
Whatever happens, I can assure you that the Ellisons will remain multi-billionaires and the American taxpayer will manage to end up poorer, courtesy of their friend in the White House.
voidfunc 3mo ago
Their competitors eat them. I would not be surprised to see Oracle's cloud business get absorbed by IBM or Microsoft. Maybe Amazon. The extra DC capacity is valuable to a couple companies right now.
DrProtic 3mo ago
The lenders will then just report missed payments as revenue on their books.
noncoml 3mo ago
We will be able to afford RAM and SSD again

What happens when Oracle can't pay the interest on their loans?

mjcl 3mo ago

They can sell the software business to broadcom.

dj_axl 3mo ago
They can rent out their AI infra to The Hyperscalers.
- monocasa 3mo ago
  I think the hyperscalers are smart enough to not let Oracle be their landlord.
  - throwa356262 3mo ago
    Are they? Anthropic is renting compute from a competitor, that also is known for their blackhat business practices.
    - monocasa 3mo ago
      Anthropic isn't a hyperscaler, but instead a hyperscaler customer. And I've seen first hand hyperscalers go to extremely large lengths to eradicate any use of Oracle (which mainly comes in these days through their acquisitions).
- lelanthran 3mo ago
  > They can rent out their AI infra to The Hyperscalers. I can't tell if this is supposed to be sarcasm or not :-/ Aren't all the token providers right now over-provisioned? They aren't trying to use up all their capacity, they're selling it to one another.
  - chrismustcode 3mo ago
    Apart from SpaceXAI no? There's still a massive compute crunch, I know the opencode guys had been struggling to get capacity, Claude effectively lowered it's limit till the SpaceX deal, Google is struggling. https://x.com/thdxr/status/2024539643673211054 https://x.com/thdxr/status/2024539643673211054 https://www.anthropic.com/news/higher-limits-spacex https://www.anthropic.com/news/higher-limits-spacex https://finance.yahoo.com/technology/ai/articles/ai-demand-outstripping-supply-even-131345229.html https://finance.yahoo.com/technology/ai/articles/ai-demand-o...
panzagl 3mo ago
The result would turn into that concentrated evil black lump from Time Bandits

rawgabbit 3mo ago

They will ask tax payers for a bailout?

ceejayoz 3mo ago

They'll use their purchases of TikTok and Paramount to campaign for a bailout.

llm_nerd 3mo ago
Campaign? They're friends of the administration, and the US is firmly in the kleptocracy stage now (the last wrungs of democracy are about to be undone this Thursday evening). They'll give a bribe to Trump, they'll offer up 5% of the stock to Chairman Trump as the People's Stock now that the US is basically a bizarre oligarchy form of communism, and Oracle will be declared a state enterprise that cannot lose money. The super rich simply do not fail, and they utterly control every aspect of the US now, exactly as the people apparently wanted. Americans are in a state of profound denial, but things are about to become very real, very quickly.
- ceejayoz 3mo ago
  The administration isn't fully immune to public opinion yet.
  - triceratops 3mo ago
    Public opinion seems immune to reality though.
  - platevoltage 3mo ago
    If you look back to what he has been able to get away with, and still get re-elected, I'd say he is.
    - ceejayoz 3mo ago
      Nah, they tried the invulnerable thing. They tried really, really hard to avoid the "chaos in the White House" firings from the first term. Noem wrecked it.
      - 3mo ago

kibwen 3mo ago

Whatever happens, I can assure you that the Ellisons will remain multi-billionaires and the American taxpayer will manage to end up poorer, courtesy of their friend in the White House.

voidfunc 3mo ago

Their competitors eat them. I would not be surprised to see Oracle's cloud business get absorbed by IBM or Microsoft. Maybe Amazon. The extra DC capacity is valuable to a couple companies right now.

DrProtic 3mo ago

The lenders will then just report missed payments as revenue on their books.

noncoml 3mo ago

We will be able to afford RAM and SSD again