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karp773 • today at 12:52 AM • 1 reply • view on HN

Oracle is up there in top 3 with ~$45B AI debt, right after Amazon and Allphabet. And they have little to show for it.


Replies

eightysixfour • today at 2:11 AM

Oracle isn’t part of the MAG7 and isn’t nearly as low risk as the others. Alphabet had nearly $450b in trailing twelve-month revenue. Oracle was like $70b.

If AI didn’t pay off, Alphabet could service the debt without issue. Oracle would be sold for parts.