Oracle is pushing ahead with heavy AI infrastructure spending, backed by a US$664b cloud backlog and strong Oracle Cloud Infrastructure growth, while funding a large portion through customer prepayments, supplier financing and planned debt raises. Rising credit default swap spreads, record borrowing costs and delays around Project Jupiter and related power infrastructure put Oracle's execution risk and free cash flow strain in sharp focus, even as it rolls out AI-first offerings like NetSuite QuickStart and deepens cloud security collaborations. We will look at how Oracle's investment narrative holds up when aggressive AI data center CapEx meets rising funding and execution risk.
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