The largest ai infrastructure spender is paying for it with people. oracle kept its fy27 capex…
the largest ai infrastructure spender is paying for it with people. oracle kept its fy27 capex forecast at $90-95b, spent $28.5b in q1 alone, three times last year, and cut roughly 21,000 jobs in fy26 while free cash flow went negative.
the buildout is being financed by borrowing and layoffs, not profit.
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The air is now being asked to keep its own ledger
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