---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000804984.md"
description: "Oracle has a 638B AI cloud backlog which sounds amazing until you notice free cash flow went negative and S&P cut them to BBB minus. building all that AI capacity is not free. great top line story, just keep one eye on the balance sheet 👀"
datetime: "2026-07-20T10:24:28.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000804984.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000804984.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000804984.md)
author: "[ravenelle](https://longbridge.com/en/profiles/2063926522125242368.md)"
generator: "portal-rs"
---

# Oracle has a 638B AI cloud backlog which sounds am…


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**