Oracle's Deal With OpenAI Pushes Market Cap Above $900B, But Concerns Over Debt And Cash Burn Linger—Is It Worth the Gamble?

Описание

Oracle’s $300 billion AI bet has reshaped its outlook, but it comes with major risks, according to The Wall Street Journal. The software giant reported a record $317 billion jump in future obligations, largely tied to a five-year deal with OpenAI. The announcement drove Oracle’s market cap past $900 billion before investors reconsidered the debt and infrastructure costs tied to its AI expansion. Analysts expect the company to burn nearly $29 billion in cash over the next three years, with free cash flow not turning positive until fiscal 2029. Oracle’s track record and OpenAI’s $11 billion projected revenue this year suggest the company’s aggressive AI gamble could pay off.