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International Business Times

Technology

Big Tech's $3 Trillion AI Bet Faces A New Skeptic: Credit Markets

Oracle SP WorldCom CNBC United States

Oracle CEO Larry Ellison delivers a keynote address at the 2007 Oracle Open World conference November 14, 2007 in San Francisco, California. (Credit: Photo by Justin Sullivan/Getty Images)

KEY POINTS

Debt investors are asking whether future cash flows will be enough to support one of the largest technology buildouts in history.
Oracle is emerging as an early test case for lenders worried about soaring leverage.
Insights from the dot-com era might help investors and companies avoid the same mistakes around AI investment.

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