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Here’s my take on WHY you need to leverage Oracle’s free Cloud certs, especially now that OpenAI is set to pay Oracle $30B every YEAR for cloud and data center services… Start studying for your Oracle Certs now!

Kierra | Data Conversationalist🎙

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179,135 次观看 • 1 年前 •via X (Twitter)

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Now why would you see Oracle & AWS in a video together? Think cloud migration & deployment. Daniel Newman talks w/ Karan (Oracle Cloud) and Ruba Borno (Amazon Web Services) to get inside perspectives on the Oracle Database@AWS partnership, zero-ETL integration, and more.

Now why would you see Oracle & AWS in a video together? Think cloud migration & deployment. Daniel Newman talks w/ Karan (Oracle Cloud) and Ruba Borno (Amazon Web Services) to get inside perspectives on the Oracle Database@AWS partnership, zero-ETL integration, and more.

Six Five Media

22,747 次观看 • 1 年前

Want to become a Data Center Technician? ⚡ These certs can get you hired fast: • CompTIA A+ • CompTIA Server+ • CompTIA Network+ •Cisco Certified Support Technician (CCST) Networking • Cisco Certified Network Associate (CCNA) • Oracle Cloud Infrastructure Foundations Associate • Schneider Electric Data Center Certified Associate (DCCA) Get 2–3 of these and you’ll have a strong entry into the data center industry 🚀

Want to become a Data Center Technician? ⚡ These certs can get you hired fast: • CompTIA A+ • CompTIA Server+ • CompTIA Network+ •Cisco Certified Support Technician (CCST) Networking • Cisco Certified Network Associate (CCNA) • Oracle Cloud Infrastructure Foundations Associate • Schneider Electric Data Center Certified Associate (DCCA) Get 2–3 of these and you’ll have a strong entry into the data center industry 🚀

Cyber Security | Tech | AI | Crypto |

19,129 次观看 • 5 个月前

In his newsletter, Ed Zitron argues Oracle’s $300B cloud deal with OpenAI is financially and logistically unrealistic - and that the 39% surge in Oracle’s stock after announcing $317B in new contracts is a market failure. Oracle missed earnings yet projects cloud revenue jumping 700% by 2030, largely from one customer: OpenAI. Zitron notes OpenAI would need to spend $100B+ a year on compute - more than AWS makes - despite having no path to profit. He suspects OpenAI leaked optimistic “free cash flow” figures just before the deal to hide its true burn rate, which he estimates at nearly $300B through 2029. Oracle still hasn’t built the data centers needed, raising doubts it can deliver. Zitron calls the hype “phenomenally, astronomically, ridiculously stupid” and says it shows how detached markets are from reality. (Clip via Majority Report. Story in reply)

In his newsletter, Ed Zitron argues Oracle’s $300B cloud deal with OpenAI is financially and logistically unrealistic - and that the 39% surge in Oracle’s stock after announcing $317B in new contracts is a market failure. Oracle missed earnings yet projects cloud revenue jumping 700% by 2030, largely from one customer: OpenAI. Zitron notes OpenAI would need to spend $100B+ a year on compute - more than AWS makes - despite having no path to profit. He suspects OpenAI leaked optimistic “free cash flow” figures just before the deal to hide its true burn rate, which he estimates at nearly $300B through 2029. Oracle still hasn’t built the data centers needed, raising doubts it can deliver. Zitron calls the hype “phenomenally, astronomically, ridiculously stupid” and says it shows how detached markets are from reality. (Clip via Majority Report. Story in reply)

Drop Site

18,225 次观看 • 11 个月前

Oracle is building $300B in data centers for OpenAI. OpenAI can't pay and Oracle can't fund it. The whole thing runs on "they'll just raise more money," you know, rich kid logic. Watch the #mostlyeconomics #podcast with Dean Baker and Ed Zitron:

Oracle is building $300B in data centers for OpenAI. OpenAI can't pay and Oracle can't fund it. The whole thing runs on "they'll just raise more money," you know, rich kid logic. Watch the #mostlyeconomics #podcast with Dean Baker and Ed Zitron:

CEPR

11,834 次观看 • 2 个月前

Step-by-step instructions on how to build a RAG system using Oracle + Langchain. The time of the specialized vector store is over. Every major database management system now supports vectors. This is huge! It's one fewer system to worry about, and one fewer component to break. Oracle 26ai comes packed with AI-first features, and I decided to put a simple step-by-step guide on how to use it with Langchain. Check the attached video. You need a couple of things to follow along: 1. Create an Oracle 26ai database—you can do this for free online on the Oracle cloud. 2. Use the notebook linked below for the code. Here is a link to the GitHub Repository with the notebook: Thanks to the Oracle team for the collaboration on getting this video out and for hosting the notebook on their GitHub repository.

Step-by-step instructions on how to build a RAG system using Oracle + Langchain. The time of the specialized vector store is over. Every major database management system now supports vectors. This is huge! It's one fewer system to worry about, and one fewer component to break. Oracle 26ai comes packed with AI-first features, and I decided to put a simple step-by-step guide on how to use it with Langchain. Check the attached video. You need a couple of things to follow along: 1. Create an Oracle 26ai database—you can do this for free online on the Oracle cloud. 2. Use the notebook linked below for the code. Here is a link to the GitHub Repository with the notebook: Thanks to the Oracle team for the collaboration on getting this video out and for hosting the notebook on their GitHub repository.

Santiago

11,366 次观看 • 7 个月前

The solution to oracle extractable value is here! 🎉 🚀 @OEVNetwork is officially live and integrated with the API3 Oracle Stack. Every lending protocol, on every API3 supported chain, now has a built-in solution to recapture protocol MEV. It pays to upgrade your oracle. 🪙

The solution to oracle extractable value is here! 🎉 🚀 @OEVNetwork is officially live and integrated with the API3 Oracle Stack. Every lending protocol, on every API3 supported chain, now has a built-in solution to recapture protocol MEV. It pays to upgrade your oracle. 🪙

Api3

272,903 次观看 • 2 年前

$ORCL is borrowing aggressively to build AI data centers for a customer base heavily tied to OpenAI and the market is starting to question whether Oracle can fund that buildout without $MSFT, $GOOGL, $AMZN or $META level cash generation. The upside is that OCI now has one of the largest AI backlogs in the market at ~$640B which gives Oracle a real shot at becoming the fourth major AI cloud platform if that demand converts into durable revenue. If cloud growth stays above 50% and customer prepayments ease the funding burden then this selloff could eventually look like the painful capital cycle before the harvest phase.

$ORCL is borrowing aggressively to build AI data centers for a customer base heavily tied to OpenAI and the market is starting to question whether Oracle can fund that buildout without $MSFT, $GOOGL, $AMZN or $META level cash generation. The upside is that OCI now has one of the largest AI backlogs in the market at ~$640B which gives Oracle a real shot at becoming the fourth major AI cloud platform if that demand converts into durable revenue. If cloud growth stays above 50% and customer prepayments ease the funding burden then this selloff could eventually look like the painful capital cycle before the harvest phase.

Shay Boloor

132,000 次观看 • 1 个月前

OpenAI just got OFFICIALLY flagged as a company that might not be able to pay its bills. S&P Global Ratings just cut Oracle's long term credit rating from BBB to BBB-. One more cut and Oracle becomes a JUNK rated company for the first time in its history. But the reason S&P gave is what's really interesting here... They named OpenAI as a "key credit risk" inside the report. OpenAI is a private company. It carries no credit rating and has never been profitable. And a ratings agency just took the risk of that company failing and wrote it directly onto the credit file of a public company held inside pension funds and bond funds all over the world. OpenAI accounts for roughly HALF of Oracle's remaining performance obligations. That's the famous $638 billion backlog every bull points to as the reason to own the stock. Half of the asset is the risk. And then there's the maturity trap: Oracle's data center leases run 15 to 19 years. Its cloud customer contracts run about 5 years. Oracle disclosed both figures in its own annual report. So Oracle is signing 19 year obligations to serve 5 year promises made by a customer that has never earned a dollar of profit. If OpenAI cannot pay, Oracle gets left holding data center leases it may not be able to exit, and may have to re-lease to somebody else on worse terms. That is the entire downgrade in one sentence. The numbers underneath: Oracle spent roughly $55.7 billion on capital projects in fiscal 2026 and posted negative $23.7 billion in free cash flow. S&P now expects the fiscal 2027 cash flow deficit to widen to around negative $42 billion. That is nearly DOUBLE its previous estimate, and the agency admitted it had underestimated how much Oracle would need to spend. Oracle plans to raise up to $40 billion in fiscal 2027, including a potential $20 billion share sale that would add roughly 4.8% to its share count. They literally cannot borrow more without triggering the next downgrade, so shareholders are being diluted to protect the bondholders. And the funny part is that on the day of the downgrade, Oracle's stock went UP 2.65%. But on that same day, the spread on Oracle's BONDS widened. Equity investors looked at the $638 billion backlog and bought. Credit investors looked at the identical company and demanded to be paid more for the risk of holding it. Credit investors are the ones whose entire job is to price what goes wrong, so they just repriced Oracle. For context, Microsoft is rated AAA, Alphabet is AA+, and Amazon is AA. Oracle is chasing the same AI contracts from seven to nine notches further down the ladder. The day after the downgrade, the UK named Oracle, alongside three other cloud providers, a critical third party to the British financial system. Supervision by the Bank of England begins July 13. Oracle is the only one of those four sitting one notch above junk. Now follow the chain: OpenAI has never made a profit. OpenAI is half of Oracle's backlog. Oracle is one downgrade from junk. Oracle is now formally load bearing infrastructure for British banks. The business risk of an unprofitable private startup has traveled through a corporate balance sheet and landed inside the supervisory perimeter of a central bank. Nobody designed that. It happened one contract at a time. And the demand IS real. Oracle's cloud infrastructure revenue grew 93% last quarter. If this buildout works, it becomes one of the great corporate reinventions in history. But the whole structure now rests on one question that no rating agency, no bank and no regulator can answer: Can OpenAI pay its bills?

OpenAI just got OFFICIALLY flagged as a company that might not be able to pay its bills. S&P Global Ratings just cut Oracle's long term credit rating from BBB to BBB-. One more cut and Oracle becomes a JUNK rated company for the first time in its history. But the reason S&P gave is what's really interesting here... They named OpenAI as a "key credit risk" inside the report. OpenAI is a private company. It carries no credit rating and has never been profitable. And a ratings agency just took the risk of that company failing and wrote it directly onto the credit file of a public company held inside pension funds and bond funds all over the world. OpenAI accounts for roughly HALF of Oracle's remaining performance obligations. That's the famous $638 billion backlog every bull points to as the reason to own the stock. Half of the asset is the risk. And then there's the maturity trap: Oracle's data center leases run 15 to 19 years. Its cloud customer contracts run about 5 years. Oracle disclosed both figures in its own annual report. So Oracle is signing 19 year obligations to serve 5 year promises made by a customer that has never earned a dollar of profit. If OpenAI cannot pay, Oracle gets left holding data center leases it may not be able to exit, and may have to re-lease to somebody else on worse terms. That is the entire downgrade in one sentence. The numbers underneath: Oracle spent roughly $55.7 billion on capital projects in fiscal 2026 and posted negative $23.7 billion in free cash flow. S&P now expects the fiscal 2027 cash flow deficit to widen to around negative $42 billion. That is nearly DOUBLE its previous estimate, and the agency admitted it had underestimated how much Oracle would need to spend. Oracle plans to raise up to $40 billion in fiscal 2027, including a potential $20 billion share sale that would add roughly 4.8% to its share count. They literally cannot borrow more without triggering the next downgrade, so shareholders are being diluted to protect the bondholders. And the funny part is that on the day of the downgrade, Oracle's stock went UP 2.65%. But on that same day, the spread on Oracle's BONDS widened. Equity investors looked at the $638 billion backlog and bought. Credit investors looked at the identical company and demanded to be paid more for the risk of holding it. Credit investors are the ones whose entire job is to price what goes wrong, so they just repriced Oracle. For context, Microsoft is rated AAA, Alphabet is AA+, and Amazon is AA. Oracle is chasing the same AI contracts from seven to nine notches further down the ladder. The day after the downgrade, the UK named Oracle, alongside three other cloud providers, a critical third party to the British financial system. Supervision by the Bank of England begins July 13. Oracle is the only one of those four sitting one notch above junk. Now follow the chain: OpenAI has never made a profit. OpenAI is half of Oracle's backlog. Oracle is one downgrade from junk. Oracle is now formally load bearing infrastructure for British banks. The business risk of an unprofitable private startup has traveled through a corporate balance sheet and landed inside the supervisory perimeter of a central bank. Nobody designed that. It happened one contract at a time. And the demand IS real. Oracle's cloud infrastructure revenue grew 93% last quarter. If this buildout works, it becomes one of the great corporate reinventions in history. But the whole structure now rests on one question that no rating agency, no bank and no regulator can answer: Can OpenAI pay its bills?

Ricardo

302,573 次观看 • 1 个月前

🔥ED ZITRON: "IF OPENAI FAILS, ORACLE IS IN THE TOILET" Zitron called OpenAI "the Lehman Brothers of AI" and says its collapse would shake the entire market. Oracle's credit rating was downgraded to one level above junk specifically because of its $340 BILLION data center buildout for a company that may never be able to pay. "OpenAI IS the AI bubble. There is not another entity on Earth who can afford to pay for Stargate. No one."

🔥ED ZITRON: "IF OPENAI FAILS, ORACLE IS IN THE TOILET" Zitron called OpenAI "the Lehman Brothers of AI" and says its collapse would shake the entire market. Oracle's credit rating was downgraded to one level above junk specifically because of its $340 BILLION data center buildout for a company that may never be able to pay. "OpenAI IS the AI bubble. There is not another entity on Earth who can afford to pay for Stargate. No one."

Coin Bureau

50,922 次观看 • 24 天前

Oracle has reportedly pushed back completion dates to 2028 from 2027 for some of the data centers it is working on for OpenAI because of labor and material shortages.

Oracle has reportedly pushed back completion dates to 2028 from 2027 for some of the data centers it is working on for OpenAI because of labor and material shortages.

Yahoo Finance

13,386 次观看 • 8 个月前

Surreal Cloud beta is live! Build real-time apps faster—start for free. 👉 When you’re ready to take the next step and need something extra, use code WELCOME25 to receive $25.00 in Cloud credits. Don’t delay, expires on January 31st 2025.

Surreal Cloud beta is live! Build real-time apps faster—start for free. 👉 When you’re ready to take the next step and need something extra, use code WELCOME25 to receive $25.00 in Cloud credits. Don’t delay, expires on January 31st 2025.

SurrealDB

14,957 次观看 • 1 年前

Palantir’s $10B Army contract = massive data center hiring wave that nobody’s talking about. Military AI can’t run on public cloud. Government needs: • Air-gapped data centers • SCIF facilities• Cleared infrastructure teams Data center ops: $80K-120K Network engineers: $100K-150K Cloud architects: $130K-200K+ Essential certs: ✅ Security+ (clearance req) ✅ CCNA (networking) ✅ VMware vSphere (virtualization) Companies hiring: Iron Mountain Gov, Booz Allen, CACI, GDИТ, SAIC Get certified and target defense infrastructure while everyone else fights for Big Tech scraps.

Palantir’s $10B Army contract = massive data center hiring wave that nobody’s talking about. Military AI can’t run on public cloud. Government needs: • Air-gapped data centers • SCIF facilities• Cleared infrastructure teams Data center ops: $80K-120K Network engineers: $100K-150K Cloud architects: $130K-200K+ Essential certs: ✅ Security+ (clearance req) ✅ CCNA (networking) ✅ VMware vSphere (virtualization) Companies hiring: Iron Mountain Gov, Booz Allen, CACI, GDИТ, SAIC Get certified and target defense infrastructure while everyone else fights for Big Tech scraps.

Mel ⚡️

787,553 次观看 • 1 年前

“You can’t have a perps DEX without an oracle.” is the real-time blockchain, and RedStone is its oracle partner, delivering real-time data every 2.4 milliseconds. A big thank you to @0xKevinKap from not hersch for highlighting why RedStone oracles are crucial to the viability of perps infrastructure.

“You can’t have a perps DEX without an oracle.” is the real-time blockchain, and RedStone is its oracle partner, delivering real-time data every 2.4 milliseconds. A big thank you to @0xKevinKap from not hersch for highlighting why RedStone oracles are crucial to the viability of perps infrastructure.

RedStone ♦️

25,379 次观看 • 10 个月前

🚨 NEW Podcast w Eliott eliott who is working with Yonatan Sompolinsky on Oracles - You'll love this episode! Full YT link - We unpack the critical role oracles play in bridging off-chain data to blockchains, a cornerstone for DeFi applications. Elliot exposes the limitations of current oracle solutions like Chainlink, including risks of centralization, node collusion, and data manipulation. Further on in the episode, Eliott shares his vision to create a trustless, manipulation-resistant "ORACLE GAME " for Kaspa’s layer-1 built on Kaspa’s parallel consensus to prevent oracle manipulation. Learn why existing oracle models fall short and how $KAS #Kaspa aims to set a new standard for secure, decentralized data feeds. Topics 1. What Are #BlockchainOracles 2. Why Blockchains Need #Oracles 3. Challenges with Current Oracle 4. Chainlink’s Flaws: Centralization & Data Manipulation 5. Oracle Extractable Value (#OEV) & Collusion Risks 6. Alternative Oracle Models: Pyth & Flare Network 7. Elliot’s Research & Kaspa’s Oracle Solution 8. Practical Challenges & Market Maker Dynamics 9. Vision for #Kaspa’s Oracles --------------- This video is for educational purposes only and not financial advice. Always conduct your own research before engaging with blockchain projects or investments. $KAS #KASPA #oracles #blockchainoracles

🚨 NEW Podcast w Eliott eliott who is working with Yonatan Sompolinsky on Oracles - You'll love this episode! Full YT link - We unpack the critical role oracles play in bridging off-chain data to blockchains, a cornerstone for DeFi applications. Elliot exposes the limitations of current oracle solutions like Chainlink, including risks of centralization, node collusion, and data manipulation. Further on in the episode, Eliott shares his vision to create a trustless, manipulation-resistant "ORACLE GAME " for Kaspa’s layer-1 built on Kaspa’s parallel consensus to prevent oracle manipulation. Learn why existing oracle models fall short and how $KAS #Kaspa aims to set a new standard for secure, decentralized data feeds. Topics 1. What Are #BlockchainOracles 2. Why Blockchains Need #Oracles 3. Challenges with Current Oracle 4. Chainlink’s Flaws: Centralization & Data Manipulation 5. Oracle Extractable Value (#OEV) & Collusion Risks 6. Alternative Oracle Models: Pyth & Flare Network 7. Elliot’s Research & Kaspa’s Oracle Solution 8. Practical Challenges & Market Maker Dynamics 9. Vision for #Kaspa’s Oracles --------------- This video is for educational purposes only and not financial advice. Always conduct your own research before engaging with blockchain projects or investments. $KAS #KASPA #oracles #blockchainoracles

XXIM - Decentralise Capitalism

15,872 次观看 • 10 个月前

You can now schedule recurring cloud-based tasks on Claude Code. Set a repo (or repos), a schedule, and a prompt. Claude runs it via cloud infra on your schedule, so you don’t need to keep Claude Code running on your local machine.

You can now schedule recurring cloud-based tasks on Claude Code. Set a repo (or repos), a schedule, and a prompt. Claude runs it via cloud infra on your schedule, so you don’t need to keep Claude Code running on your local machine.

Noah Zweben

2,035,997 次观看 • 4 个月前

Larry Ellison borrowed $125 billion to bet everything on a single customer that LOSES $5 billion a year. American banks are already refusing to lend him another dollar. And now that single customer has started to slowly walk away. This is one of the biggest gambles in tech history - and it’s NOT looking good: Oracle has $124.7 billion in debt on its books right now. That's more than the GDP of 100+ countries. Their free cash flow over the last 12 months? Negative $13.18 billion. They are spending more money than they make. And they're doing it on PURPOSE. Every other hyperscaler funds their AI buildout with cash. Google has cash. Amazon has cash. Microsoft has cash. Oracle has IOUs. They raised $58 billion in debt in just two months. $38 billion for Texas and Wisconsin data centers. $20 billion for New Mexico. And they need another $100 billion on top of that. Even US banks are starting to say no. TD Cowen reported that multiple banks have pulled back from Oracle lending. Borrowing costs have roughly DOUBLED since September. They're now paying interest rates typically reserved for companies rated below investment grade. Barclays downgraded their debt to underweight and warned Oracle could run out of cash by November 2026. So what does Larry Ellison do? He FIRES 30,000 people. Oracle is planning layoffs affecting up to 18% of its entire workforce. The goal is to free up $8 to $10 billion in cash flow just to keep the lights on while they build data centers for ONE customer: OpenAI. Oracle's $553 billion backlog sounds incredible until you realize a massive chunk of it flows through a single relationship. If OpenAI sneezes, Oracle catches pneumonia. And OpenAI is already sneezing... Sam Altman DROPPED plans to expand the Stargate site in Abilene, Texas. And the reason is insane: Nvidia's chips are improving so fast that by the time Oracle finishes building the data center, the processors inside it will already be outdated. Oracle is building with Blackwell chips. But Nvidia's new Vera Rubin platform delivers 5x the inference performance at 10x lower cost per token. So Oracle is borrowing billions to build facilities that will house yesterday's technology before they even open. The world of bits moves faster than the world of atoms. And Oracle is trapped in between. But here's where it gets wild: The earnings call revealed something most people missed... Oracle now REQUIRES certain customers to buy their own GPUs upfront and hand them over. They call it the "bring your own chips" model. Translation: Oracle can't afford the hardware anymore. So they're asking customers to fund the construction of Oracle's OWN data centers. The stock is still down 23% this year even after the 12% earnings pop. Moody's rates Oracle just two notches above junk status. Lower than Amazon, Alphabet, Meta, and Microsoft. And they have $248 billion in ADDITIONAL lease obligations that aren't even on the balance sheet yet. Larry Ellison is 81 years old and making the biggest bet in corporate history. He's trying to turn a legacy database company into a hyperscale AI cloud provider using other people's money. All while his only major customer is a startup that burns $5 billion a year and just had its expansion partner refuse to fund the next campus. The earnings beat was real. Revenue up 22%. Cloud infrastructure up 84%. But revenue growth funded by debt isn't growth. It's leverage. And leverage works both ways. If OpenAI stays loyal, if the Stargate buildout continues, if the debt markets keep lending, if Vera Rubin doesn't make their entire infrastructure obsolete overnight, then Larry Ellison pulled off the greatest corporate reinvention in history. But that's a lot of ifs for a company two notches above junk. Oracle is either the most undervalued AI play on the market or the most overleveraged house of cards since 2008. The next six months will tell us which one.

Larry Ellison borrowed $125 billion to bet everything on a single customer that LOSES $5 billion a year. American banks are already refusing to lend him another dollar. And now that single customer has started to slowly walk away. This is one of the biggest gambles in tech history - and it’s NOT looking good: Oracle has $124.7 billion in debt on its books right now. That's more than the GDP of 100+ countries. Their free cash flow over the last 12 months? Negative $13.18 billion. They are spending more money than they make. And they're doing it on PURPOSE. Every other hyperscaler funds their AI buildout with cash. Google has cash. Amazon has cash. Microsoft has cash. Oracle has IOUs. They raised $58 billion in debt in just two months. $38 billion for Texas and Wisconsin data centers. $20 billion for New Mexico. And they need another $100 billion on top of that. Even US banks are starting to say no. TD Cowen reported that multiple banks have pulled back from Oracle lending. Borrowing costs have roughly DOUBLED since September. They're now paying interest rates typically reserved for companies rated below investment grade. Barclays downgraded their debt to underweight and warned Oracle could run out of cash by November 2026. So what does Larry Ellison do? He FIRES 30,000 people. Oracle is planning layoffs affecting up to 18% of its entire workforce. The goal is to free up $8 to $10 billion in cash flow just to keep the lights on while they build data centers for ONE customer: OpenAI. Oracle's $553 billion backlog sounds incredible until you realize a massive chunk of it flows through a single relationship. If OpenAI sneezes, Oracle catches pneumonia. And OpenAI is already sneezing... Sam Altman DROPPED plans to expand the Stargate site in Abilene, Texas. And the reason is insane: Nvidia's chips are improving so fast that by the time Oracle finishes building the data center, the processors inside it will already be outdated. Oracle is building with Blackwell chips. But Nvidia's new Vera Rubin platform delivers 5x the inference performance at 10x lower cost per token. So Oracle is borrowing billions to build facilities that will house yesterday's technology before they even open. The world of bits moves faster than the world of atoms. And Oracle is trapped in between. But here's where it gets wild: The earnings call revealed something most people missed... Oracle now REQUIRES certain customers to buy their own GPUs upfront and hand them over. They call it the "bring your own chips" model. Translation: Oracle can't afford the hardware anymore. So they're asking customers to fund the construction of Oracle's OWN data centers. The stock is still down 23% this year even after the 12% earnings pop. Moody's rates Oracle just two notches above junk status. Lower than Amazon, Alphabet, Meta, and Microsoft. And they have $248 billion in ADDITIONAL lease obligations that aren't even on the balance sheet yet. Larry Ellison is 81 years old and making the biggest bet in corporate history. He's trying to turn a legacy database company into a hyperscale AI cloud provider using other people's money. All while his only major customer is a startup that burns $5 billion a year and just had its expansion partner refuse to fund the next campus. The earnings beat was real. Revenue up 22%. Cloud infrastructure up 84%. But revenue growth funded by debt isn't growth. It's leverage. And leverage works both ways. If OpenAI stays loyal, if the Stargate buildout continues, if the debt markets keep lending, if Vera Rubin doesn't make their entire infrastructure obsolete overnight, then Larry Ellison pulled off the greatest corporate reinvention in history. But that's a lot of ifs for a company two notches above junk. Oracle is either the most undervalued AI play on the market or the most overleveraged house of cards since 2008. The next six months will tell us which one.

Ricardo

181,176 次观看 • 5 个月前

Api3 is live on @Katana You now have access to oracles that do more than just give you reliable prices. You have access to oracles that pay you. Keep the value your dApp creates, by choosing the right oracle. →

Api3 is live on @Katana You now have access to oracles that do more than just give you reliable prices. You have access to oracles that pay you. Keep the value your dApp creates, by choosing the right oracle. →

Api3

11,211 次观看 • 1 年前

‘DOGE’ can fire workers and copy your personal records to a vulnerable cloud, but they can't come before Congress? Why do they need your data? Why are they gutting Social Security? So much for "efficiency." Republicans can put a stop to this NOW. Stop running cover for Trump!

‘DOGE’ can fire workers and copy your personal records to a vulnerable cloud, but they can't come before Congress? Why do they need your data? Why are they gutting Social Security? So much for "efficiency." Republicans can put a stop to this NOW. Stop running cover for Trump!

Rep. John Larson

65,041 次观看 • 10 个月前

Here’s how TikTok’s new policy will impact you and how to stay ahead. All data on this platform will now be used to train Larry Ellison’s AI programs. That includes critical information about your orientation, immigration status, transgender status, and mental health, all scraped, sorted, and processed without your consent. Your content is now a data mine and your identity is up for sale. Ellison’s takeover of U.S. TikTok has turned the app into a surveillance tool. #tiktoksale #tiktokban #oracle #larryellison #privacypolicy

Here’s how TikTok’s new policy will impact you and how to stay ahead. All data on this platform will now be used to train Larry Ellison’s AI programs. That includes critical information about your orientation, immigration status, transgender status, and mental health, all scraped, sorted, and processed without your consent. Your content is now a data mine and your identity is up for sale. Ellison’s takeover of U.S. TikTok has turned the app into a surveillance tool. #tiktoksale #tiktokban #oracle #larryellison #privacypolicy

YourFavoriteGuy

66,043 次观看 • 6 个月前