By Yuvraj Malik
Publication Date: 2026-02-03 05:22:00
“The Big Short” investor says Oracle didn’t need the Cerner acquisition or its massive AI infrastructure buildout.
- Oracle’s debt-driven expansion of its infrastructure to support new customer demand is a concern.
- Burry said Oracle “didn’t have to do this,” referring to its $300 billion deal with OpenAI.
- ORCL stock has fallen over 50% since its peak on September 10th.
Well-known investor Michael Burry, known for shorting the 2008 subprime mortgage crisis, has told Oracle Corp. struck a decidedly pessimistic tone as the software giant faces increasing scrutiny over its debt-heavy push into data center expansion to support a new wave of business commitments.
Oracle in the soup
Investors are particularly concerned about what they see as Oracle’s over-reliance on OpenAI, given the tech giant’s smaller presence in the cloud computing market dominated by Amazon, Microsoft and Google.
In September, Oracle announced a five-year, $300 billion deal to provide computing services to OpenAI, and two…
