Oracle's Last Bet Sealed Its Grave

Oracle has just been downgraded to the lowest rung of investment grade and S&P has explicitly named OpenAI as one of the biggest risks to its financial future. This video breaks down the staggering $300 billion Stargate bet, why Oracle could be one downgrade away from junk status, and how an unprofitable OpenAI ended up responsible for roughly half of Oracle’s contractual backlog. But the bigger question is whether this really proves the AI bubble is about to burst, or whether “bubble” has become a comforting substitute for analysing a far messier reality, where extraordinary technological progress, reckless financing, collapsing margins and genuine long-term potential are all true at the same time. ☕ Support the channel on Ko-fi: ➡️ https://ko-fi.com/houseofel 00:00 Introduction 02:27 The Stargate Bet 09:59 The Other Side Of The Bet 12:30 The AI Bubble 17:52 Big Moves That Matter 20:32 Probability, Not Prophecy #Oracle #OpenAI #ArtificialIntelligence #AIBubble #TechIndustry #Stargate #LarryEllison #CreditRating #BigTech #DataCenters #AIInfrastructure #TechFinance #StockMarket #CorporateDebt #FutureOfAI #HouseofEl