The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 17 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Kantrowitz: Microsoft and Oracle Pipelines Heavily Depend on OpenAI Commitments
“Microsoft had four, has 49% Of its 62, six hundred twenty seven billion future backlog tied to OpenAI. Oracle is 54% of its five hundred and fifty three billion pipeline, depending on OpenAI alone.”
Luria: OpenAI promised $1.4 trillion across Oracle, Microsoft, Amazon, CoreWeave
“OpenAI promised me three hundred billion. They also promised Microsoft two hundred billion, Amazon thirty eight billion, CoreWeave twenty five billion. In total, 1.4 trillion dollars.”
Oracle Lost Nearly $100 Million Renting Nvidia Blackwell Chips in Three Months
“In the three months that ended in August, Oracle lost nearly a hundred million from the rentals of NVIDIA's Blackwell chips.”
Kantrowitz: OpenAI signed a $300 billion cloud contract with Oracle
“OpenAI signed a contract with Oracle to purchase 300 Billion dollars in computing power over roughly five years, a massive commitment that far outstrips the startup's current revenue.”
Morris: OpenAI redefined Stargate to include any rented data center
“Part of the reason they're able to claim Stargate is off the ground is because they changed the definition of it. Previously, it had to involve open AI, Oracle, the data center provider, SoftBank, the financier and MGX, which is a huge New sovereign wealth or …”
Report: Oracle delays some OpenAI datacenter deliveries from 2027 to 2028
“Oracle, there's a report out today that Oracle's gonna delay some of its data centers to open AI by, from 27 to twenty-twenty-eight.”
Oracle Credit Default Swaps Hit Highest Intraday Level Since April 2009
“This week, the Oracle CDS hit the highest intraday level since April, two, 2009.”
Kantrowitz: Oracle's $100B debt makes it the most indebted big tech company
“Oracle's debt. Outstanding debt load surpassed a hundred billion, making it the most indebted big tech company with an investment grade rating. It is burning cash and will still need to borrow billions more to meet its dividend and capital spending commitments…”
Siegler: Oracle's Abilene site is only active Stargate data center build
“So like Oracle famously controls the one right now in Abilene, Texas, that's the only one that's actually being built right now in the process of being built while the others are still just sort of being signed and squared away.”
ChatGPT will stay on Azure despite OpenAI's external infrastructure partnerships
“Is ChatGPT, by the way, going to stay on Azure, even though OpenAI is making these partnerships with NVIDIA and Oracle?
[2466] Scott Guthrie: Yes.”
The Stargate data center corporate entity hasn't even been formed
“The Stargate entity does not exist. They haven't formed it yet.”
Roy: Oracle's credit default swap spread skyrocketed to three-year highs
“There, the CDS spread for them skyrocketed today for the first time. It was like the highest in over three years, but the scale of the move had a lot of people talking about it.”
Kantrowitz: Oracle carries $82B in debt with 450% debt-to-equity ratio
“Oracle is already high, highly leveraged. The company has a long-term debt of about Long-term debt of about eighty two billion at the end of August, and its debt to eight equity ratio was about 450%. By contrast, Google parent Alphabet debt to equity ratio was…”
Gomez: Cohere Powers Over 50 Applications in Oracle Enterprise Suite
“So there's some good examples of that with our partner Oracle, which they have this suite of applications, which basically power enterprise, HR, supply chain all of these sorts of back office functions. And we're powering over 50 different applications within …”
Roy: Oracle has dropped 65% from September 2025 peak
“Oracle is down 65% from the peak up back in September.”
Saint-Marc: Cisco created Linux Foundation project Agency with Google, Oracle, Dell
“To back all this effort, we've actually created an open source project called Agency. And this, you know, became a Linux Foundation project with the backing of a few large formative members. Google, Oracle Red Hat were with us and Dell as well.”