Michael led
2026.07.15 18:20

$Oracle(ORCL.US) data centers are built and put into use in phases. Those who say the debt is too heavy, the newly built centers are put into use phase by phase. The money earned can not only continuously pay off the additional debt but also generate profit. Profitability has been increasing all along. This kind of debt is like a mortgage, using rent to pay the loan and still making money, what is there to worry about? Worried that the house can't be rented out? At the current pace of AI development, there will only be a shortage of housing. Those shameless analysts use AI to analyze and write articles, then talk down AI, it's simply unreasonable.

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