"Oracle is also trying to get its deal done as soon as this year, one of the people familiar with the matter said. The company is still having discussions with multiple potential financing partners.
The financing is intended to help Oracle bridge the gap between when it has to pay for the hardware and when its cloud computing revenue starts coming in. "
https://www.wsj.com/tech/oracle-broadcom-and-spacex-seek-blockbuster-debt-deals-to-pay-for-ai-chips-848e8032?mod=mhp
Posted by windowsfenster2
7 Comments
It’ll be fiiiiiine.
This will be what actually fucks it….. in another 6-12 months
They’ll keep pumping AI until the next big thing comes out, like always.
This is the sign we are getting late in the bubble. Financing capital investment with debt will drive the euphoric blow off top and then POP.
I wake up -> there is another financial crisis -> repeat
AI will just delete any footprint of the loans.
Easy Peasy
SPGI gonna moon rerating half the S&P to junk