Oracle will have to borrow at least $25B a year to fund AI fantasy, says analyst

Bubble, you say? OpenAI will borrow billions to pay Big Red, who will borrow billions on the hope OpenAI pays it

As part of its $300 billion cloud compute contract with OpenAI, Oracle may need to borrow roughly $100 billion over the next four years to build the datacenters required, according to KeyBanc's projections.…

source https://go.theregister.com/feed/www.theregister.com/2025/09/29/oracle_ai_debt/