Filings: Oracle is selling $10B in common stock and $10B in bonds, as it rushes to line up financing to pay for its data center buildout; ORCL falls 5%+
THE SO WHAT
A $20 billion raise to fund data centers says AI infra is now financed like long-lived industrial plant, not incremental cloud capex. If you’re a large buyer, this is leverage — multi-year AI commitments will increasingly be traded for custom pricing, capacity guarantees, and geographic concessions.
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