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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: TobagoJack who wrote (218518)	12/16/2025 7:20:14 PM
From: Box-By-The-Riviera™	Read Replies (2) \| Respond to of 218639

larry larry larry, what have you done to the Oracle? Of all the eye-popping numbers that Oracle published last week on the costs of its artificial-intelligence data center buildout, the most striking didn’t appear until the day after its earnings press release and analyst call, Chris Bryant writes in Bloomberg Opinion. The more comprehensive 10-Q earnings report that appeared on Thursday detailed $248 billion of lease-payment commitments, “substantially all” related to data centers and cloud capacity arrangements, the business-software firm said. These are due to commence between now and its 2028 financial year, but they’re not yet included on its balance sheet. That’s almost $150 billion more than was disclosed in the footnotes of September’s earnings update. CreditSights analysts Jordan Chalfin and Michael Pugh called the lease disclosure a “ bombshell.” It could make investors even more skittish about Oracle’s AI infrastructure plans, because of the mismatch between the long duration of the property leases and much shorter contracts with key customers such as OpenAI.