$Oracle (ORCL.US)$ As long as there is someone to take over ...
$Oracle (ORCL.US)$ As long as there is someone to take over the debt, or once OpenAI goes public, the current spending issues will be resolved immediately. The data centers are on track to recoup their costs. Even if Oracle Cloud fulfills its contract with OpenAI and later terminates the partnership after the contract obligations are met, Oracle Cloud can continue to profit in the future as long as computing power remains scarce—customers will be a minor issue. To be honest, for these AI infrastructure companies, once the construction is completed, it doesn't matter who the application-side client is.
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x差x差x : So this stock carries risks; Openai must not fail
目标不工作 OP x差x差x : By the end of this year and into next year, once the data centers are delivered and cloud services are ramped up, the openAI proposition will no longer be as significant.