Oracle spending ~$340 billion to build infrastructure that generates ~$75 billion annually, financed almost entirely with off-balance-sheet debt, while its free cash flow is negative $24.7 billion.
Yikes.
rvz•1h ago
There are too many moving parts in this financing musical chairs game. At some point it is going to leave some players without a chair.
JCW2001•1h ago
Oracle spending ~$340 billion to build infrastructure that generates ~$75 billion annually, financed almost entirely with off-balance-sheet debt, while its free cash flow is negative $24.7 billion.
Yikes.
rvz•1h ago