By Moz Farooque ACCA
Publication Date: 2025-11-28 17:47:00
This article first appeared on GuruFocus.
oracle (NYSE:ORCL) leans more heavily on the AI boom, Even if Wall Street is increasingly uncertain about how much the expansion could cost.
According to a Financial Times report, Oracle and Vantage Data Centers are in talks with banks and private lenders to raise up to $38 billion in debt to build new data centers for OpenAI. The deal could happen within weeks, people familiar with the negotiations said. If completed, it would be one of the largest AI infrastructure-related funding packages to date.
This price is already unsettling investors. Oracle shares fell about 3% in early trading as concerns renewed about the company’s rising debt load. Oracle did not comment on the report.
AI may be the future, but it is also incredibly expensive and funding it today requires heavy borrowing. Oracle is betting big on AI data centers, but investors are still deciding whether the payoff is worth the risk.
