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Ed Zitron
edzitron.com
did:plc:qc6xzgctorfsm35w6i3vdebx
I never thought I’d say this, but I genuinely wonder if Oracle could die! One of the few true bailout targets I’d humor. They’re doing $248bn of lease deals while spending $12bn in capex a quarter, negative cash flow too. Nasty stuff
https://www.theinformation.com/briefings/oracle-strikes-150-billion-data-center-lease-commitments-november-quarter
2025-12-14T23:26:10.130Z