Uploaded January 2026 | Updated September 2026, 1 hour ago
old devil washes out in deal with new devil
pivot-to-ai.com/2026/01/15/bondholders-sue-oracle-over-openai-debt-deals - blog post
Patreon: patreon.com/davidgerard
Ko-Fi: ko-fi.com/A1529D5
Buy me nice things: amazon.co.uk/hz/wishlist/ls/3Q8VZW46J6DM6
Get an extremely cool Pivot to AI shirt or mug: pivot-to-ai.redbubble.com
Send in your story tips: dgerard@gmail.com
CORRECTION: I say in the audio that the Oracle stock price on 9 September 2025 was $251 - but (per the images) it was $241.
Sources:
Oracle, OpenAI Sign $300 Billion Cloud Deal wsj.com/business/openai-oracle-sign-300-billion-computing-deal-among-biggest-in-history-ff27c8fe
Oracle is already underwater on its ‘astonishing’ $300bn OpenAI deal ft.com/content/064bbca0-1cb2-45ab-85f4-25fdfc318d89
Oracle hit hard in Wall Street’s tech sell-off over its huge AI bet ft.com/content/583e9391-bdd0-433e-91e0-b1b93038d51e
Oracle’s $10bn Michigan data centre in limbo after Blue Owl funding talks stall ft.com/content/84c147a4-aabb-4243-8298-11fabf1022a3
Oracle is Set to Power on New Data Center in Michigan oracle.com/news/announcement/blog/oracle-is-set-to-power-on-new-data-center-in-michigan-2025-1018
Oracle Is Sued Over Disclosures Tied to 2025 Bond Offering bloomberg.com/news/articles/2026-01-15/oracle-sued-over-disclosures-tied-to-18-billion-bond-offering
Record $38 Billion Debt Sale Nears for Oracle-Tied Data Centers bloomberg.com/news/articles/2025-10-23/record-38-billion-debt-sale-nears-for-oracle-tied-data-centers
Full Pivot to AI playlist: youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA
Audio-only podcast: pivottoai.libsyn.com
Apple Podcasts: podcasts.apple.com/us/podcast/pivot-to-ai/id1844698298
old devil washes out in deal with new devil
pivot-to-ai.com/2026/01/15/bondholders-sue-oracle-over-openai-debt-deals - blog post
Patreon: patreon.com/davidgerard
Ko-Fi: ko-fi.com/A1529D5
Buy me nice things: amazon.co.uk/hz/wishlist/ls/3Q8VZW46J6DM6
Get an extremely cool Pivot to AI shirt or mug: pivot-to-ai.redbubble.com
Send in your story tips: dgerard@gmail.com
CORRECTION: I say in the audio that the Oracle stock price on 9 September 2025 was $251 - but (per the images) it was $241.
Sources:
Oracle, OpenAI Sign $300 Billion Cloud Deal wsj.com/business/openai-oracle-sign-300-billion-computing-deal-among-biggest-in-history-ff27c8fe
Oracle is already underwater on its ‘astonishing’ $300bn OpenAI deal ft.com/content/064bbca0-1cb2-45ab-85f4-25fdfc318d89
Oracle hit hard in Wall Street’s tech sell-off over its huge AI bet ft.com/content/583e9391-bdd0-433e-91e0-b1b93038d51e
Oracle’s $10bn Michigan data centre in limbo after Blue Owl funding talks stall ft.com/content/84c147a4-aabb-4243-8298-11fabf1022a3
Oracle is Set to Power on New Data Center in Michigan oracle.com/news/announcement/blog/oracle-is-set-to-power-on-new-data-center-in-michigan-2025-1018
Oracle Is Sued Over Disclosures Tied to 2025 Bond Offering bloomberg.com/news/articles/2026-01-15/oracle-sued-over-disclosures-tied-to-18-billion-bond-offering
Record $38 Billion Debt Sale Nears for Oracle-Tied Data Centers bloomberg.com/news/articles/2025-10-23/record-38-billion-debt-sale-nears-for-oracle-tied-data-centers
Full Pivot to AI playlist: youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA
Audio-only podcast: pivottoai.libsyn.com
Apple Podcasts: podcasts.apple.com/us/podcast/pivot-to-ai/id1844698298
