How debt is fueling the next wave of the AI infrastructure boom; an analyst estimates Oracle needs to borrow $25B/year over four years to fund its OpenAI plans (Asa Fitch/Wall Street Journal)

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— For aspiring AI players like Oracle, much rides on debt and hope — In the initial years of the AI boom, comparisons to the dot-com bubble didn't make much sense.

First seen: 2025-09-29 12:33

Last seen: 2025-09-29 16:33

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How debt is fueling the next wave of the AI infrastructure boom; an analyst estimates Oracle needs to borrow $25B/year over four years to fund its OpenAI plans (Asa Fitch/Wall Street Journal)

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