Small Finds, Broader Horizons Blog

Personal Thoughts & Insights

AI Growth on Borrowed Money: Oracle’s 500% Debt Ratio Explained

The AI boom is showing cracks. OpenAI announces $1.4 trillion in planned investments while generating zero profits. Oracle’s debt ratio hits 500% as companies sustain AI ambitions through leverage. CoreWeave’s shock reverberates through markets as NVIDIA earnings loom. The AI sector faces a reckoning: distinguishing winners from casualties in the post-infrastructure era. The Tremors Begin: […]