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Meta readies $25B bond sale as soaring AI costs trigger stock sell-off

(www.ft.com)
113 points 1vuio0pswjnm7 | 4 comments | 02 Nov 25 05:33 UTC | HN request time: 0.235s | source
1. dmix ◴[02 Nov 25 06:13 UTC] No.45788172[source]▶
> Oracle sold $18bn of bonds in September.

Why is Oracle going into debt for AI? What are they doing

replies(3): >>45788265 #>>45788481 #>>45788772 #
2. lordofgibbons ◴[02 Nov 25 06:37 UTC] No.45788265[source]▶
Building data centers for OpenAI, but it requires a lot of upfront capital.
3. diamond559 ◴[02 Nov 25 07:24 UTC] No.45788481[source]▶
Pumping the stonk one last time.
4. donavanm ◴[02 Nov 25 08:36 UTC] No.45788772[source]▶
financing huge deals for use of OCI https://finance.yahoo.com/news/oracle-corp-orcl-q4-2025-0701.... See Q4 FY25

> Total Cloud Revenue (SaaS + IaaS): $6.7 billion, up 27%. CapEx (Full Year): $21.2 billion. The company is facing supply constraints, unable to meet the high demand for its cloud services, leading to scheduling customers into the future.

Much lower name recognition for smaller customers. But there are some big big name "AI" & B2C companies who have _huge_ spend with OCI. This isnt "rent a couple of instances" its much more like "provide a couple GW of compute for X years."