Big Red says AI units will add to subscriptions, as it juggles $90BN-plus capex, mounting debt and a $225BN revenue goal for 2030

Oracle is funding a datacenter spending spree with negative cashflow and borrowing. OCI is set to host large language model builders, notably OpenAI, alongside its own customers’ workloads. Oracle spent $55.7 billion on datacenters and cloud infrastructure in fiscal year 2026, which ended in May, and plans to spend between $90 billion and $95 billion in fiscal 2027.

That will require more debt. In 2027, Oracle hopes to raise around $40 billion in debt and equity, on top of the $18 billion in debt it raised in September 2025.

We are ALMOST to the pot of gold I swear! I just need 5 more pots of gold to get us there!!

Is “That will require more debt” the “You must construct additional pylons” of the AI/datacenter industry or does it rather accurately describe the entire AI/datacenter industry in a meme?

    • Architeuthis@awful.systemsEnglish
      4·
      2 days ago

      Sounds like they are taking a page from microsoft and using AI units, as in an obfuscating layer between the client and the per-million-token cost charged by the AI vendor that they (oracle) can fiddle with at will.