The only thing Malloy seems worried about is keeping up with the pace of change—and with demand. Acres started rolling out its new generative AI search functionality to enterprise customers just a few weeks ago, and Malloy says he has seen customers both swear and laugh over how much time they think it may save them.
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Oracle has already leaned in on debt, relative to the other hyperescalers. The company has disclosed more than $248 billion of not-yet-commenced data-center lease commitments and it has borrowings of about $124 billion. Last year, Oracle issued $25.8 billion in notes with maturities dating to 2065 and last month pledged to raise $45 billion to $50 billion more this year, split between debt issuance and equity. On Thursday, Bloomberg reported that Oracle was planning to layoff thousands of employees as it grapples with a cash crunch to finance its data center build out. Oracle declined to comment.
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