Oracle outlines all the ways it could lose the farm it bet on AI

Oracle is burning hundreds of billions to finance AI datacenters for the likes of OpenAI. Now, the company is admitting they may not pay off. Amid the usual boilerplate, Big Red cited numerous risk factors related to its AI infrastructure investments in a regulatory filing published late last month. “To grow our OCI business, which requires increased computing capacity, we must incur significant capital and operating expenditures to increase our existing data center capacity and to establi