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SITUATION EXPLAINED: OpenAI is leasing a 10-gigawatt data center. • Largest operational data centers today: ~1.2 gigawatts • OpenAI's planned campus: 10 gigawatts • Total cost: at least $500 billion if fully built out • All four hyperscalers combined are spending ~$700 billion this year • OpenAI has raised... show more

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$In 45 years on Wall Street, I've never seen anything like this. Sam Altman just convinced 3 of the world's smartest investors to fund his losses. $110 billion. But ZERO profit in sight. The largest private funding round in history. Let me explain why this is borderline criminal & what you have to understand as an investor: Amazon. Nvidia. SoftBank. 3 of the world's most sophisticated investors just handed OpenAI $110 billion at an $840 billion valuation. That's more than double the $40 billion OpenAI raised last year. For context: all US venture capital combined invested $170 billion into American startups in all of 2023. Altman just raised 65% of that. Alone. In one round. And the company STILL isn't profitable. Let's look at the actual numbers: OpenAI burned $8 billion in 2025. They project burning $17 billion in 2026. $35 billion in 2027. $47 billion in 2028. Cumulative losses before any projected path to profitability: over $115 billion. Meanwhile, Amazon's $50 billion comes with strings attached. $35 billion is contingent on OpenAI either achieving AGI or completing its IPO by year end. Read that again. $35 billion is conditioned on ACHIEVING AGI. They're literally writing checks against a scientific breakthrough that may not happen on any predictable timeline. This is what peak cycle financing looks like. The circular logic every investor should understand: Amazon invests $50 billion in OpenAI. OpenAI commits to spending $100 billion on Amazon Web Services. Nvidia invests $30 billion. OpenAI commits to buying 3 gigawatts of Nvidia compute. These aren't arms-length investments. They're vendor financing dressed up as venture capital. Amazon and Nvidia are essentially paying OpenAI to buy their own products. The $840 billion valuation prices in a future that doesn't exist yet. At $13 billion in 2025 revenue, that's 65x revenue. Even in 2021 - the most speculative bubble in recent tech history - Snowflake peaked at 50-80x revenue. And Snowflake was actually profitable. J.P. Morgan calculates that the AI industry needs $650 billion in annual revenue just to generate a 10% return on total infrastructure buildout. The entire industry currently generates a fraction of that. I've seen cycles my entire 45-year career. The 1980s defense build-up. The dot-com bubble. The 2008 mortgage machine. The pattern is always the same: When the biggest players start financing each other's growth through circular investment structures, you're not witnessing a revolution... You're watching the LAST PHASE of a credit cycle. Amazon CEO Andy Jassy said OpenAI is going to be "one of the very big winners long term." Maybe. But $840 billion assumes they've already won. Stock prices follow earnings. Always have. Always will. And right now, OpenAI's earnings are deeply, structurally, massively negative. The IPO is coming. The hype will peak. And the question every serious investor needs to answer is simple: At what price does this actually make sense? Sam Altman doesn’t know either - he just keeps raising money faster than he can burn it. This can’t end well.$

In 45 years on Wall Street, I've never seen anything like this. Sam Altman just convinced 3 of the world's smartest investors to fund his losses. $110 billion. But ZERO profit in sight. The largest private funding round in history. Let me explain why this is borderline criminal & what you have to understand as an investor: Amazon. Nvidia. SoftBank. 3 of the world's most sophisticated investors just handed OpenAI $110 billion at an $840 billion valuation. That's more than double the $40 billion OpenAI raised last year. For context: all US venture capital combined invested $170 billion into American startups in all of 2023. Altman just raised 65% of that. Alone. In one round. And the company STILL isn't profitable. Let's look at the actual numbers: OpenAI burned $8 billion in 2025. They project burning $17 billion in 2026. $35 billion in 2027. $47 billion in 2028. Cumulative losses before any projected path to profitability: over $115 billion. Meanwhile, Amazon's $50 billion comes with strings attached. $35 billion is contingent on OpenAI either achieving AGI or completing its IPO by year end. Read that again. $35 billion is conditioned on ACHIEVING AGI. They're literally writing checks against a scientific breakthrough that may not happen on any predictable timeline. This is what peak cycle financing looks like. The circular logic every investor should understand: Amazon invests $50 billion in OpenAI. OpenAI commits to spending $100 billion on Amazon Web Services. Nvidia invests $30 billion. OpenAI commits to buying 3 gigawatts of Nvidia compute. These aren't arms-length investments. They're vendor financing dressed up as venture capital. Amazon and Nvidia are essentially paying OpenAI to buy their own products. The $840 billion valuation prices in a future that doesn't exist yet. At $13 billion in 2025 revenue, that's 65x revenue. Even in 2021 - the most speculative bubble in recent tech history - Snowflake peaked at 50-80x revenue. And Snowflake was actually profitable. J.P. Morgan calculates that the AI industry needs $650 billion in annual revenue just to generate a 10% return on total infrastructure buildout. The entire industry currently generates a fraction of that. I've seen cycles my entire 45-year career. The 1980s defense build-up. The dot-com bubble. The 2008 mortgage machine. The pattern is always the same: When the biggest players start financing each other's growth through circular investment structures, you're not witnessing a revolution... You're watching the LAST PHASE of a credit cycle. Amazon CEO Andy Jassy said OpenAI is going to be "one of the very big winners long term." Maybe. But $840 billion assumes they've already won. Stock prices follow earnings. Always have. Always will. And right now, OpenAI's earnings are deeply, structurally, massively negative. The IPO is coming. The hype will peak. And the question every serious investor needs to answer is simple: At what price does this actually make sense? Sam Altman doesn’t know either - he just keeps raising money faster than he can burn it. This can’t end well.

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Wall Street is WRONG about Oracle. $ORCL is being pitched as the "fourth hyperscaler." The AI infrastructure play of a lifetime. 35 out of 46 analysts have a buy rating. Consensus price target is $246. The stock is at $172. Down 47% from its September high. Now let me explain what the bulls aren't telling you and why this will end HORRIBLY: Oracle's non-current debt has ballooned to $124.7 billion. Up from $85.3 billion a year ago. A 46% increase in 12 months. Total liabilities sit at $206 billion against shareholders' equity of $39 billion. That's a 5-to-1 leverage ratio on a company being pitched as a "safe" infrastructure play. But that $124.7 billion isn't even the full picture... Oracle has been using project financing structures (loans repaid from projected future cashflow) to keep tens of billions more in borrowing off its balance sheet entirely. So when analysts quote Oracle's debt load, they're UNDERSTATING the actual exposure by a meaningful margin. Interest expense jumped 32% YOY. Free cash flow is negative $24.7 billion on a trailing basis. The company is spending $48 billion a year in capex while generating roughly $17 billion in operating cash flow. They issued $43 billion in senior notes in 9 months. They are borrowing at a pace that would make a leveraged buyout firm nervous. And what did they get for all that spending? They fired 30,000 people. On March 31st, Oracle sent an email at 6 AM to tens of thousands of employees telling them their roles were eliminated. 18% of the global workforce gone in a single morning. TD Cowen estimates the layoffs save $8 to $10 billion in annual cash flow. Which tells you everything about the math: Oracle can't fund $50 billion in AI capex AND keep 162,000 people on payroll. So the people went. Net income was up 95% last quarter. The stock is still down 47% from its high. Mr. Market is telling you something. The earnings look great on paper partly because Oracle extended the useful life of its servers to 6 years, reducing depreciation expense by billions. I've been flagging this accounting game across the hyperscalers for months. It flatters the income statement while the balance sheet quietly deteriorates. Now let's talk about the $553 billion in Remaining Performance Obligations that every bull cites as the "reason" to own this stock: Roughly $300 billion of that is a SINGLE contract with OpenAI through the Stargate project. Revenue doesn't start flowing until 2027. And OpenAI itself expects to lose over $167 billion through 2028 even if it hits $100 billion in annual revenue. So Oracle is borrowing $125+ billion to build data centers for a customer that cannot even fund its own operations. And the data centers themselves are significantly behind schedule: The flagship Stargate campus in Abilene has been under construction since mid-2024. 2 years later, only 2 of 8 planned buildings are operational, covering about 200 megawatts of the planned 1.2 gigawatts. The remaining Stargate sites across Wisconsin, New Mexico, Michigan, and other locations are in the earliest stages of development. The total estimated cost to build out Oracle's 7 gigawatts of planned Stargate capacity runs around $340 billion. And lenders are already getting nervous. The Wall Street Journal reported that additional capacity at Abilene originally earmarked for OpenAI ended up going to Microsoft instead - because the banks financing the build were uncomfortable with their credit exposure to OpenAI as the ultimate customer. When your LENDERS don't trust your tenant's ability to pay, then there's SERIOUS issue. And by the time those data centers are fully built, the GPUs inside them will already be approaching obsolescence anyway. Nvidia releases new architectures annually. Each generation delivers dramatically more compute per watt. The hardware goes obsolete in 3 years but the debt used to buy it gets repaid over a much longer horizon. The AI infrastructure buildout is a treadmill, not a revolution. Oracle is the purest expression of that thesis. - $206 billion in reported liabilities. - Billions more hidden off-balance-sheet. - Negative $25 billion in free cash flow. - 30,000 people fired to fund the capex. - A single unprofitable customer behind over half the backlog. - Data centers years behind schedule. And 35 analysts saying buy. This doesn't sound right, does it?

Wall Street is WRONG about Oracle. $ORCL is being pitched as the "fourth hyperscaler." The AI infrastructure play of a lifetime. 35 out of 46 analysts have a buy rating. Consensus price target is $246. The stock is at $172. Down 47% from its September high. Now let me explain what the bulls aren't telling you and why this will end HORRIBLY: Oracle's non-current debt has ballooned to $124.7 billion. Up from $85.3 billion a year ago. A 46% increase in 12 months. Total liabilities sit at $206 billion against shareholders' equity of $39 billion. That's a 5-to-1 leverage ratio on a company being pitched as a "safe" infrastructure play. But that $124.7 billion isn't even the full picture... Oracle has been using project financing structures (loans repaid from projected future cashflow) to keep tens of billions more in borrowing off its balance sheet entirely. So when analysts quote Oracle's debt load, they're UNDERSTATING the actual exposure by a meaningful margin. Interest expense jumped 32% YOY. Free cash flow is negative $24.7 billion on a trailing basis. The company is spending $48 billion a year in capex while generating roughly $17 billion in operating cash flow. They issued $43 billion in senior notes in 9 months. They are borrowing at a pace that would make a leveraged buyout firm nervous. And what did they get for all that spending? They fired 30,000 people. On March 31st, Oracle sent an email at 6 AM to tens of thousands of employees telling them their roles were eliminated. 18% of the global workforce gone in a single morning. TD Cowen estimates the layoffs save $8 to $10 billion in annual cash flow. Which tells you everything about the math: Oracle can't fund $50 billion in AI capex AND keep 162,000 people on payroll. So the people went. Net income was up 95% last quarter. The stock is still down 47% from its high. Mr. Market is telling you something. The earnings look great on paper partly because Oracle extended the useful life of its servers to 6 years, reducing depreciation expense by billions. I've been flagging this accounting game across the hyperscalers for months. It flatters the income statement while the balance sheet quietly deteriorates. Now let's talk about the $553 billion in Remaining Performance Obligations that every bull cites as the "reason" to own this stock: Roughly $300 billion of that is a SINGLE contract with OpenAI through the Stargate project. Revenue doesn't start flowing until 2027. And OpenAI itself expects to lose over $167 billion through 2028 even if it hits $100 billion in annual revenue. So Oracle is borrowing $125+ billion to build data centers for a customer that cannot even fund its own operations. And the data centers themselves are significantly behind schedule: The flagship Stargate campus in Abilene has been under construction since mid-2024. 2 years later, only 2 of 8 planned buildings are operational, covering about 200 megawatts of the planned 1.2 gigawatts. The remaining Stargate sites across Wisconsin, New Mexico, Michigan, and other locations are in the earliest stages of development. The total estimated cost to build out Oracle's 7 gigawatts of planned Stargate capacity runs around $340 billion. And lenders are already getting nervous. The Wall Street Journal reported that additional capacity at Abilene originally earmarked for OpenAI ended up going to Microsoft instead - because the banks financing the build were uncomfortable with their credit exposure to OpenAI as the ultimate customer. When your LENDERS don't trust your tenant's ability to pay, then there's SERIOUS issue. And by the time those data centers are fully built, the GPUs inside them will already be approaching obsolescence anyway. Nvidia releases new architectures annually. Each generation delivers dramatically more compute per watt. The hardware goes obsolete in 3 years but the debt used to buy it gets repaid over a much longer horizon. The AI infrastructure buildout is a treadmill, not a revolution. Oracle is the purest expression of that thesis. - $206 billion in reported liabilities. - Billions more hidden off-balance-sheet. - Negative $25 billion in free cash flow. - 30,000 people fired to fund the capex. - A single unprofitable customer behind over half the backlog. - Data centers years behind schedule. And 35 analysts saying buy. This doesn't sound right, does it?

George Noble

58,284 Aufrufe • vor 2 Monaten