Tuesday, 21 July, 2026
AI Bubble Anxiety: Oracle Credit Risk Hits 18-Year High
By TechShots Studio
Oracle faces severe market pressure, with its perceived credit risk climbing near an 18-year high following an S&P rating downgrade. Rising competition from cheap open-source Chinese AI models (like Moonshot AI's Kim-3) threatens heavy AI infrastructure investments. S&P highlighted that OpenAI accounts for roughly half of Oracle's $638 billion remaining performance obligations, creating massive exposure if AI monetization slows down.
Read full story at TIMES OF INDIA