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tru3_power | 3 months ago

When you say debt financing (Oracle) does that mean Oracle is actually financing the loans to these other companies? Sorry if I'm misunderstanding.

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financetechbro|3 months ago

They’re saying that Oracle has issued a lot of debt (like $60Bn) to fund their AI/datacenter commitments. Where as other companies, like MSFT, are using the cash in their balance sheet, and startups are using the cash they’ve gotten from investors