Comment by sholain

"it would struggle to honor its long-term agreements. That failure would cascade. Oracle, for example, could be left with massive liabilities and no matching revenue stream,"

No, there's a not of noise about this but these are just 'statements of intent'.

Oracle very intimately understands OpenAI's ability to pay.

They're not banking $50B in chips and then waking up naively one morning to find out OpenAI has no funding.

What will 'cascade' is maybe some sentiment, or analysts expectations etc.

Some of it, yes, will be a problem - but at this point, the data centre buildout is not an OpenAI driven bet - it's a horizontal be across tech.

There's not that much risk in OpenAI not raising enough to expand as much as it wants.

Frankly - a CAPEX slowdown will hit US GDP growth and freak people out more than anything.