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Message: [QUOTE="Techmeme, post: 8339"] [URL='https://www.wsj.com/tech/ai/debt-is-fueling-the-next-wave-of-the-ai-boom-278d0e04?st=kLcRUK&reflink=desktopwebshare_permalink'][IMG]http://www.techmeme.com/250929/i15.jpg[/IMG][/URL] [URL='http://www.techmeme.com/250929/p15#a250929p15'][IMG]http://www.techmeme.com/img/pml.png[/IMG][/URL] Asa Fitch / [URL='https://www.wsj.com/']Wall Street Journal[/URL]: [B][URL='https://www.wsj.com/tech/ai/debt-is-fueling-the-next-wave-of-the-ai-boom-278d0e04?st=kLcRUK&reflink=desktopwebshare_permalink']How debt is fueling the next wave of the AI infrastructure boom; an analyst estimates Oracle needs to borrow $25B/year over four years to fund its OpenAI plans[/URL][/B] — For aspiring AI players like Oracle, much rides on debt and hope — In the initial years of the AI boom, comparisons to the dot-com bubble didn't make much sense. [/QUOTE]