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Oracle will have to borrow at least $25B a year to fund AI fantasy, says analyst

https://www.theregister.com/2025/09/29/oracle_ai_debt/
25•rntn•1h ago

Comments

gigatexal•28m ago
I'd love for this bubble to pop. I have a bit of cash I'd like to invest in the markets at fair values not these over-hyped AI ones...
bryanlarsen•12m ago
Can we get two birds with one stone? Can we get Oracle to pop too?
yoyohello13•22m ago
Listening to Larry Ellison talk about his plans for AI and American's data makes my skin crawl. I can't help but feel we are in for some real bad times ahead.
jsbisviewtiful•13m ago
Same. I was always under the impression the governments of the world would put a stop to corporate takeovers of society but unfortunately the complete lack of education and care from citizens kept voting in corrupt capitalist politicians who only care about making profits. A future akin to the Alien, Westworld and Cyberpunk universes is now on a fast track - assuming climate change doesn't wipe us out first.
IG_Semmelweiss•3m ago
Larry Ellison’s stock exposure to Oracle is immense, with a 41% stake (1.16 billion shares). That's the vast majority of his wealth!

It would be incredible to see a titan cut to size, when the bank (debtholders) come knocking on his door.

I too agree it would be best to not have Ellison have anything to do with the future of privacy in the US. We can take solace that he's gambling big, and there's a chance we may benefit from his loss

scarface_74•15m ago
This is truly bubble behavior. Open AI is losing billions of dollars and is only sustainable based on continued investor funding. Oracle is banking on money from Open AI.

All of the other BigTech public companies are investing in infrastructure from free cash flow.

Why higher stock market valuations may be sustainable

https://greyenlightenment.com/2025/09/22/why-higher-stock-market-valuations-are-sustainable/
1•paulpauper•1m ago•0 comments

KilnChamber. A multi-language code execution API I develop

http://www.kilnchamber.com/
1•Tym154•4m ago•0 comments

Privacy loophole: don't even "Dismiss" the "How is Claude doing this session?"

https://keydiscussions.com/2025/09/29/dont-even-dismiss-the-how-is-claude-doing-this-session-prom...
2•spenvo•5m ago•0 comments

How Common Is Accidental Invention?

https://www.construction-physics.com/p/how-common-is-accidental-invention
1•herbertl•8m ago•0 comments

Show HN: Tator the local ML image annotator

https://github.com/stephansturges/Tator
1•stephanst•9m ago•0 comments

Remember: Kurt Vonnegut Was 47

https://www.joanwestenberg.com/p/remember-kurt-vonnegut-was-47
4•herbertl•11m ago•0 comments

OpenAI Is Preparing to Launch a Social App for AI-Generated Videos

https://www.wired.com/story/openai-launches-sora-2-tiktok-like-app/
2•nycdatasci•11m ago•0 comments

iRobot Founder: Don't Believe the (AI and Robotics) Hype

https://crazystupidtech.com/2025/09/29/irobot-founder-dont-believe-the-ai-robotics-hype/
1•herbertl•11m ago•0 comments

Effective context engineering for AI agents

https://www.anthropic.com/engineering/effective-context-engineering-for-ai-agents
2•epenson•12m ago•0 comments

In the economy of user effort, be a bargain, not a scam

https://lea.verou.me/blog/2025/user-effort/
1•dcre•14m ago•0 comments

Pyrit: Microsoft's GenAI Red Teaming Tool

https://github.com/Azure/PyRIT
1•thenaturalist•15m ago•0 comments

I let ChatGPT loose on my subscriptions. It successfully canceled most of them

https://www.washingtonpost.com/technology/2025/09/29/chat-gpt-agent-mode-subscriptions/
1•perihelions•16m ago•0 comments

Ansible Meets UV

https://camilo.matajira.com/?p=591
1•camilomatajira•19m ago•1 comments

Texas Manufacturing Outlook Survey Comments

https://www.dallasfed.org/research/surveys/tmos/2025/2509
1•mooreds•20m ago•0 comments

Show HN: Emoji Search – semantic emoji picker using sentence-transformers

https://huggingface.co/spaces/TanishkB/emojisearch
1•tanishk888•23m ago•0 comments

Nugget Point

https://en.wikipedia.org/wiki/Nugget_Point
1•microsoftedging•23m ago•0 comments

Security folks, which would you feel more comfortable with?

1•hellosecpeeps•24m ago•0 comments

Ig Nobel Prize: UVC light sterilizes shoes, kills odor

https://www.bbc.com/news/articles/cpq51xp4e91o
7•hilux•28m ago•2 comments

Limine: Modern, advanced, portable, multiprotocol bootloader and boot manager

https://codeberg.org/Limine/Limine
2•welovebunnies•30m ago•0 comments

Qualcomm's 18-core Snapdragon X2 Elite Extreme dominates in first benchmarks

https://www.tomshardware.com/laptops/qualcomms-18-core-snapdragon-x2-elite-extreme-dominates-in-f...
1•rbanffy•31m ago•0 comments

ESA will pay an Italian company nearly $50M to design a mini-Starship

https://arstechnica.com/space/2025/09/esa-will-pay-an-italian-company-nearly-50-million-to-design...
2•rbanffy•32m ago•0 comments

Show HN: I built a figure drawing web app

https://sketchitnow.io
3•simonpell•34m ago•0 comments

Afghanistan telecom blackout as Taliban shuts off internet

https://www.bbc.com/news/articles/cdxqdy5nrlqo
3•decimalenough•35m ago•0 comments

Apple's ChatGPT-Style Chatbot App Deserves a Public Release

https://www.bloomberg.com/news/newsletters/2025-09-28/apple-s-chatgpt-rival-m5-macbook-air-new-mo...
1•doener•36m ago•0 comments

Dare to Dream Big

https://mujahidbakht.substack.com/p/dare-to-dream-big-boost-ambition-038
1•MBakht•36m ago•0 comments

Profitable Misconduct, Corporate Governance, and Law Enforcement

https://papers.ssrn.com/sol3/papers.cfm?abstract_id=5284606
2•PaulHoule•38m ago•0 comments

What do you guys think of cloning dead people?

1•suraj1234567890•38m ago•0 comments

OpenAI's New Sora Video Generator to Require Copyright Holders to Opt Out

https://www.wsj.com/tech/ai/openais-new-sora-video-generator-to-require-copyright-holders-to-opt-...
1•doener•40m ago•1 comments

Trump demands Microsoft fire its head of global affairs

https://www.theregister.com/2025/09/29/trump_wants_microsoft_exec_fired/
2•beardyw•41m ago•1 comments

Writing Left-Handed Again

https://phong.bearblog.dev/writing-left-handed-again/
1•speckx•42m ago•0 comments