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 news wsj.com

Asa Fitch / Wall Street Journal: 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  —  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.