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Moody's raises Big Red flag over Oracle's AI datacenter buildout blueprint
Monday September 22, 2025. 04:30 PM , from TheRegister
Ratings agency points out there's a risk of relying on a small number of buyers
Ratings agency Moody's has pointed to the dangers inherent in Oracle's $300 billion agreement with OpenAI - one of the deals contributing to a staggering $455 billion pipeline of obligations for Big Red's cloud infrastructure.…
https://go.theregister.com/feed/www.theregister.com/2025/09/22/moodys_raises_questions_over_oracles/
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