positioned to write this section than the last two.
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Meanwhile, Oracle has also turned to bonds to raise capital like the other hyperscalers, finishing its most recent full fiscal year with $92.6 billion in total debt outstanding. In the first half of its current fiscal year, the figure ratcheted up to $108.1 billion following a massive September 2025 issuance of $18 billion in notes with maturities ranging from 2030 to 2065. Oracle has also disclosed a further $248 billion in future data center lease obligations not yet on its balance sheet that it is hoping will translate into customer demand and rising revenues.
[-]TsviBT12d62I don't immediately see how AI progress would help super much here, though IDK and of course it could be surprising. IDK why IVF is still so expensive. See the thread here w/ GeneSmith + me: https://x.com/BerkeleyGenomic/status/2026173816351674879. But the hypotheses there are things like:，这一点在新收录的资料中也有详细论述