Oracle Signals AI Capex Peak by 2028, Plans to Curb External Fundraising

Oracle announced it expects to reduce reliance on external capital starting in 2029, aiming to reassure investors concerned about the high infrastructure costs of AI. The company projects peak AI investments by 2028, signaling a shift toward internal funding. This development matters as it reflects a broader trend among tech giants to manage AI spending more prudently, potentially easing market concerns about prolonged capital intensity.

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