Hyperscaler AI spending could slow down if Oracle shows 'discipline'
甲骨文甲骨文(US:ORCL) CNBC·2025-12-17 07:22

CNBC's Jim Cramer on Tuesday proposed that action from Oracle could slow down other hyperscalers' enormous artificial intelligence spending, saying the OpenAI partner should show "discipline.""Oracle already has a huge amount of debt. Their balance sheet's not that good. At some point, they'll heed the warning of the bond market and slow things down," he said. "These data centers cost a fortune and even the best builders stumble…Oracle can't risk blowing up its balance sheet for Sam Altman. That's when and ...