Tag
#Oracle
BIS says the AI data-centre buildout is becoming a credit story
AI data-centre debt risk is rising as the BIS warns private credit, opaque funding and $1 trillion capex could tighten financing.
Oracle layoffs 2026: 21,000 jobs cut as AI capex climbs
Oracle layoffs 2026: the software group cut 21,000 jobs and said AI deployment was helping drive the reductions as capex surged.
PeopleSoft zero-day hit 100 organisations, Mandiant says
PeopleSoft zero-day CVE-2026-35273 was exploited for two weeks before disclosure, with universities making up most victims.
PeopleSoft zero-day hit 100 organisations, Mandiant says
PeopleSoft zero-day CVE-2026-35273 was exploited for two weeks before disclosure, with universities making up most victims.
OpenAI IPO filing puts AI pricing under scrutiny
OpenAI IPO filing puts token prices, compute dependence and Microsoft exposure in front of investors and Australian enterprise buyers.
AI infrastructure spend hits $US765b capital test
AI infrastructure spending is pulling Alphabet, SpaceX and Oracle into fresh equity and debt as investors test a $US765b build-out.
Hyperscaler AI debt: $662B in hidden data centre liabilities rattles credit markets
Amazon, Microsoft, Alphabet, Meta and Oracle have raised hundreds of billions in debt to fund AI infrastructure. Credit derivatives markets are now pricing in the risk — and $662 billion in off-balance-sheet data centre commitments is only beginning to surface.
