Hacker News
points by karp773 2 days ago | 0 comments
What's your opinion on Oracle's debt?
[–] halJordan 2 days ago
Oracle isn't a part of the magnificent seven he/she was talking about. If something happens to Oracle (which i think is doubtful unless the USG clamps down on foreign ai factories- which are paying off for Oracle) then it will be handled the way Toshiba was dismantled. So, not with a bang, but a whimper
[–] karp773 2 days ago
Oracle is up there in top 3 with ~$45B AI debt, right after Amazon and Allphabet. And they have little to show for it.
[–] eightysixfour 2 days ago
Oracle isn’t part of the MAG7 and isn’t nearly as low risk as the others. Alphabet had nearly $450b in trailing twelve-month revenue. Oracle was like $70b.

If AI didn’t pay off, Alphabet could service the debt without issue. Oracle would be sold for parts.