$Oracle(ORCL)$ Larry clearly knows what he's doing. Building 5 datacenters in parallel is obviously going to hit some hiccups, but all the debt tied to future compute capacity is backed by contracts. These will be fully built by 2028-2029, with new customer deliveries coming every quarter. The datacenters currently in progress will only cover about 50% of their total RPO backlog, which is over $300 billion. Their current OCI annualized revenue sits at $29 billion.
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