Jimmy Cramer says Oracle has the power to crash hyperscaler AI capex boom

Jimmy Cramer went straight at the AI spending war by saying Oracle could be the one company that forces the entire hyperscaler world to slow down. He said Oracle’s role in the OpenAI partnership puts real pressure on how the AI build-out moves forward, and he argued that the company needs “discipline” before things spin out.He pointed to Oracle’s debt and said the bond market will eventually push the firm to step back. “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.” Jim also said the data center race is burning cash at a level that even strong operators struggle with. He warned that “Oracle can’t risk blowing up its balance sheet for Sam Altman,” and said that a slowdown is “when and how we’re going to get out of this morass.”...

https://www.cryptopolitan.com/jim-cramer-oracle-crash-hyperscaler-ai-capex/