As OpenAI's losses mount, partners including Oracle, SoftBank, CoreWeave amass $100 billion in debt, and how this may only be the beginning

OpenAI's partners are shouldering nearly $100 billion in debt linked to the AI firm, with SoftBank, Oracle, and CoreWeave borrowing heavily. This strategy leverages others' balance sheets, as OpenAI itself holds minimal debt. Oracle faces the largest exposure, with its stock value significantly impacted by these arrangements.

Nov 30, 2025 1

As OpenAI's losses mount, partners including Oracle, SoftBank, CoreWeave amass $100 billion in debt, and how this may only be the beginning
OpenAI's partners are shouldering nearly $100 billion in debt linked to the AI firm, with SoftBank, Oracle, and CoreWeave borrowing heavily. This strategy leverages others' balance sheets, as OpenAI itself holds minimal debt. Oracle faces the largest exposure, with its stock value significantly impacted by these arrangements.
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