Episode Details

Oracle’s AI gamble just got bigger — and riskier. After teaming up with Google Cloud to bring Gemini AI to its business software, the company is doubling down on its AI ambitions, even as investors grow nervous. With a massive, multi-year deal with OpenAI looming and mounting debt from AI infrastructure investments, Oracle’s credit rating was downgraded by S&P Global, citing rising financial risk. Despite stock dips and uncertain returns, Oracle is pushing forward, betting its future on AI — and hoping its partnerships can turn the tide.

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