u/Quixotus · 203d agono track record yet
Oracle is already underwater on its ‘astonishing’ $300bn OpenAI deal
Oracle's $300 billion OpenAI deal is deeply problematic: the company must spend $80 billion annually on AI infrastructure while carrying $104 billion in existing debt, yet OpenAI can only pay $60 billion per year despite making just $13 billion in total revenue. If OpenAI loses funding or AI hype deflates, Oracle faces hundreds of billions in unpayable infrastructure costs, with credit default swaps at 2008 financial crisis levels signaling significant bankruptcy risk.
At post $224.15Now $201.26-10.2% since postedas of Jun 10, 4:59 PM ET
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