Oracle’s collapsing stock shows the AI boom is running into two hard limits: physics and debt markets
via fortune.com
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Oracle’s rapid descent from market darling to market warning sign is revealing something deeper about the AI boom, experts say: no matter how euphoric investors became over the last two years, the industry can’t outrun the laws of physics—or the realities of debt financing. Shares of Oracle have plunged 45% from their September high and […]