Reading up on Oracle

The AI boom mirrors 2008's housing crisis as take-or-pay compute contracts create a 2027-2028 'reset wall' where payments start despite labs' revenue being insufficient to cover obligations.

The Times investigation reveals Oracle incurred massive debt to build global AI data centers, with repercussions extending beyond the company itself.

Larry Ellison is heavily leveraging debt to pivot Oracle toward AI, betting his legacy on a high‑stakes AI infrastructure push.

The official documentary traces Java's origins, evolution, and impact on software development, featuring interviews with key creators and industry figures.

A step-by-step guide detailing how to successfully install and configure a Sun Ray server on OpenIndiana Hipster 2025.10 using a Proxmox VM, including manual patching and DTU firmware setup.

OpenAI has abandoned building first-party Stargate data centers in favor of leasing compute from third parties like Oracle and Microsoft.

Larry Ellison's $212.9 billion net worth is almost entirely in Oracle stock, which he pledges as collateral for personal loans to fund assets like superyachts and a Hawaiian island.

Meta announces a 10% workforce reduction, continuing a pattern of large tech layoffs amid economic uncertainty and AI-driven efficiency efforts.

OpenAI's $500 billion Stargate project has seven US sites under construction totaling over 9 GW, with 0.3 GW already operational in Abilene, Texas.

Oracle filed H-1B visa petitions while laying off thousands of workers, stirring debate over the program's fairness and labor arbitrage.

Hyperscalers and pure-play AI companies face a severe accounting mismatch between straight-line depreciation of GPUs and their rapidly declining value, potentially hiding hundreds of billions in future charges.

AI disruption threatens to compress software revenue, putting at risk the $475 billion in BDC loans and highly-leveraged data-center debt built on that revenue's durability.

Software startups remain viable if they solve genuine human problems and execute well, as big companies are slow to copy and AI enables faster iteration.

AI infrastructure deals lack standardized verification, making headline numbers appear as binding commitments when they are actually contingent options.

Oracle's stock surge was driven by a spike in remaining performance obligations, a squishy metric investors now doubt amid AI sector circular-deal concerns.