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2025-09-18 09:34:27
Moody's: Oracle's $300 billion AI contract does not impact its Baa2 rating or negative outlook. On September 17th, local time, Moody's Investors Service released a report stating that Oracle's $300 billion contract highlights the extraordinary potential of its AI business, but associated risks remain significant. Moody's stated that Oracle's recently announced $300 billion AI contract does not impact its Baa2 rating or negative outlook. The impressive scale of the contract underscores the enormous potential of Oracle's artificial intelligence infrastructure business. However, as Moody's stated in its July 2025 rating action, associated construction risks remain significant.
