[JCW2001]

The numbers here are staggering...

Oracle spending ~$340 billion to build infrastructure that generates ~$75 billion annually, financed almost entirely with off-balance-sheet debt, while its free cash flow is negative $24.7 billion.

Yikes.

[rvz]

There are too many moving parts in this financing musical chairs game. At some point it is going to leave some players without a chair.