Oracle is underwater on its $300B OpenAI deal

Oracle is the one to look out for if/when the bubble bursts. Most of the big tech will be fine, albeit hurting for a while. For Oracle, this might be existential.

Re: Oracle is underwater on its $300B OpenAI deal

#6

Post by symfoniq » Tue, Nov 18, 2025, 9:13 PM UTC

harshalizee wrote: post #5

Oracle is the one to look out for if/when the bubble bursts. Most of the big tech will be fine, albeit hurting for a while. For Oracle, this might be existential.

So you’re saying there’s an upside?

Re: Oracle is underwater on its $300B OpenAI deal

#7

Post by James_K » Tue, Nov 18, 2025, 9:13 PM UTC

Whoda thought that agreeing to build $300 billion of infrastructure for a company with $20 billion revenue and zero profit was a bad idea?

Re: Oracle is underwater on its $300B OpenAI deal

#8

Post by drivebyhooting » Tue, Nov 18, 2025, 9:14 PM UTC

It’s looking like Google may outdo OpenAI.

ChatGPT has brand recognition and adoption, but not the best product anymore.

Re: Oracle is underwater on its $300B OpenAI deal

#9

Post by iammjm » Tue, Nov 18, 2025, 9:15 PM UTC

How is this even rational that companies "invest" billions of dollars that they dont even have? capitalism ad2025 is a joke

Re: Oracle is underwater on its $300B OpenAI deal

#10

Post by haberdasher » Tue, Nov 18, 2025, 9:15 PM UTC

xtoilette wrote: post #4

Time to short major stocks?

You're 2 weeks late.