Great piece on Oracle, the most highly leveraged of the hyperscalers and the one most vulnerable to a burst AI bubble. @asad09.bsky.social: “We are making trillions of dollars in investments on the back of tens of billions of dollars in revenues.”
Larry Ellison Bet It All on the A.I. Boom. Will He Be the Face of the A.I. Bubble?Inside the 81-year-old billionaire’s risky, debt-fueled scramble to transform his data empire into an A.I. juggernaut.www.nytimes.com