Scott Gosnell
@infiniteme.bsky.social
Reposted by Scott Gosnell
One of my favorite social media posts of all time:
December 14, 2025 at 1:36 PM
One of my favorite social media posts of all time:
Reposted by Scott Gosnell
I never thought I’d say this, but I genuinely wonder if Oracle could die! One of the few true bailout targets I’d humor. They’re doing $248bn of lease deals while spending $12bn in capex a quarter, negative cash flow too. Nasty stuff
www.theinformation.com/briefings/or...
www.theinformation.com/briefings/or...
Oracle Strikes $150 Billion of Data Center Leases in November Quarter
Oracle struck about $150 billion worth of lease commitments on data centers in the three months ending November, it revealed in securities filing late last week, a sign it is preparing for the cloud d...
www.theinformation.com
December 14, 2025 at 11:26 PM
I never thought I’d say this, but I genuinely wonder if Oracle could die! One of the few true bailout targets I’d humor. They’re doing $248bn of lease deals while spending $12bn in capex a quarter, negative cash flow too. Nasty stuff
www.theinformation.com/briefings/or...
www.theinformation.com/briefings/or...
