Moody's flags risk in Oracle's $300 billion of recently signed AI contracts


Oracle logo is seen in this illustration taken September 9, 2025. REUTERS/Dado Ruvic/Illustration/File Photo

WASHINGTON (Reuters) -U.S. credit rating agency Moody's Ratings flagged several potential risks in Oracle Corp's $300 billion of recently signed artificial intelligence contracts, but stopped short of taking ratings action against the software giant.

Oracle said this month it expected booked revenue at its Oracle Cloud Infrastructure business to exceed half a trillion dollars.

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