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Nvidia and Oracle are at the center of OpenAI’s trillion-dollar web of financing, but recent developments at the two companies may be sending cautious signals about the health of the artificial-intelligence trade, according to an analyst.
On Sunday, Oracle
ORCL announced plans to raise up to $50 billion in 2026 to fund its cloud growth. The money will be raised through a combination of debt and equity to support the infrastructure needs of key customers such as Advanced Micro Devices AMD, Meta Platforms META, Nvidia NVDA, OpenAI, TikTok and xAI.