Oracle’s massive commitment to become a core infrastructure provider for OpenAI has pushed the company into one of the most aggressive investment cycles in its history, creating a level of financial strain that markets have reacted to sharply. The scale of its data center expansion requires years of heavy spending, and the reliance on borrowing adds pressure as interest costs rise and cash generation trails far behind the pace of construction. What concerns analysts most is how closely Oracle’s future is now tied to OpenAI’s trajectory, because any slowdown in model demand or commercial momentum would leave Oracle carrying the full weight of its long term financing obligations. Investors are questioning whether today’s AI partnerships still deliver the stock market boost they did a year ago, especially as multiple tech giants have seen muted reactions to billion-dollar deals in the current environment. Follow us (👉@artificialintelligenceee) for everything latest from the AI world. Source: CNBC