The AI Utility: Oracle Is Building What Big Tech Cannot Live Without [Forbes]
Blue Owl Capital Inc. Class A (OWL)
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Source: Forbes
It was the latest blow in a brutal three-month stretch that has wiped out nearly half the company's market value since September. Why This Matters Now The selloff tells you something important about how Wall Street thinks, and where it might be wrong. Here's the situation: Oracle owes more than $124 billion. It's spending $50 billion this year alone building data centers. Its free cash flow last quarter was negative $10 billion. By traditional measures, that looks terrifying. But here's what those headline numbers don't tell you: Oracle has signed contracts worth $523 billion. That's not a projection. That's committed revenue from customers like OpenAI, Meta, and Nvidia. To put that in perspective, that backlog grew by $68 billion in just three months, roughly $750 million every single day. The question isn't whether Oracle can pay its bills. It's whether investors can wait for those contracts to turn into cash. What Oracle Is Actually Doing To understand the opportunity
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