2025-12-21
The Financial Engineering Alternative : Off-Balance-Sheet AI Infrastructure While Oracle loads debt onto its balance sheet, other hyperscalers have found a different path : off-balance-sheet financing through infrastructure partnerships. Microsoft-BlackRock AI Infrastructure [image]
CNBC
S&P Global: data center deals hit $61B globally in 2025; debt issuance nearly doubled YoY to $182B, with Meta raising $62B debt since 2022, ~50% of that in 2025
Global data centers dealmaking surged to hit another record high this year, driven by a rush to build out the infrastructure required for energy-intensive AI workloads.
2025-12-16
[...] In 2025 alone, hyperscalers issued $121 billion in bonds, more than four times the five-year average of $28 billion. Oracle led with $61.5 billion total across 2022-2025, driven by its $28.5 billion Cerner acquisition financing & $18 billion AI infrastructure raise. Meta's $30 billion October offering was the largest corporate bond sale since 2023, while Alphabet raised $25 billion in November. Microsoft remains the only hyperscaler not tapping debt markets recently.
Financial Times
Shares in Chinese companies critical to AI infrastructure surged in 2025, with CATL up 45% and Sungrow up 130%, as exports boost margins despite Trump's tariffs
Companies such as battery maker CATL earn big margins on export sales despite US tariffs — Shares in Chinese makers of batteries …
[...] In 2025 alone, hyperscalers issued $121 billion in bonds, more than four times the five-year average of $28 billion. Oracle led with $61.5 billion total across 2022-2025, driven by its $28.5 billion Cerner acquisition financing & $18 billion AI infrastructure raise. Meta's $30 billion October offering was the largest corporate bond sale since 2023, while Alphabet raised $25 billion in November. Microsoft remains the only hyperscaler not tapping debt markets recently.
CNBC
Shares of Broadcom, CoreWeave, and Oracle, companies tied to the AI infrastructure buildout, extend last week's decline; ORCL is down 46%+ since September 10
Ari Levy / CNBC :
2022-06-14
Oracle announced cloud earnings today which suggests strength for IaaS. Cloud revenue will accelerate as much as 25% in the current quarter and more than 30%, in constant currency, in the fiscal year, Catz said during a conference call after the results. https://www.bloomberg.com/... https://twitter.com/...
Bloomberg
Oracle reports Q4 revenue grew 5.5% YoY to $11.84B, vs $11.7B est., with total cloud revenue up 19% YoY to $2.9B and net income down 21% YoY to $3.2B
Brody Ford / Bloomberg :
2021-10-21
Thrilled to be partners with the incredible team at @_hex_tech, building the best product for technical analysts! https://techcrunch.com/... cc @barrald, @crcolgrove & Glenn Takahashi, @redpointvc
TechCrunch
Hex, which simplifies storing and sharing large data sets with integrations for Snowflake, BigQuery, and others, raises a $16M Series A led by Redpoint Ventures
Ron Miller / TechCrunch :