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Larry Ellison's heavy Oracle AI capex bet faces bubble risk scrutiny as overinvestment and circular financing narratives emerge.

Validates capex-sustainability questions; signals high-profile default-risk visibility if ROI targets miss.
Trade pressSlicast · August 2, 2026 at 20:29 UTC · US · Source: The New York Times
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Larry Ellison's heavy Oracle AI capex bet… · Slicast