2025-12-15
REPORT: Oracle $ORCL now has $248 Billion of AI/cloud data center lease commitments. This is up $150 Billion from the $99 Billion in commitments reported at the end of August. [image]
The Information
Filing: Oracle signed ~$150B of data center leases in the three months ending November 30, raising its total data center and cloud capacity commitments to $248B
Oracle struck about $150 billion worth of lease commitments on data centers in the three months ending November …
REPORT: Oracle $ORCL now has $248 Billion of AI/cloud data center lease commitments. This is up $150 Billion from the $99 Billion in commitments reported at the end of August. [image]
Financial Times
DTCC: credit default swaps tied to a handful of US tech groups have climbed 90% since early September, as investors seek ways to protect against an AI debt bust
Trading in insurance-like products that protect against tech company defaults is booming — Trading in products that pay …
2025-09-26
ANOTHER stablecoin offering, but with AI utility. Cloudflare $NET introduces NET Dollar stablecoin for agentic AI transactions. Will integrate this coin across its networks to facilitate agentic AI payments and compensate creators and API developers [image]
Blockworks
Cloudflare announces plans to launch NET Dollar, a US dollar-backed stablecoin designed to support payments for the “agentic web”
(i) In general.—A public company that is not predominantly engaged in 1 or more financial activities, and its Antonio García Martínez / @antoniogm : Crypto is the financial system ...