10月9日，甲骨文盘中下跌3.41%，报138.78美元，成交额13.94亿美元。消息面上，公司正与阿波罗和高盛商谈为大规模芯片采购安排融资，市场对其债务负担的担忧升温。
据报道，甲骨文此举旨在弥合硬件付款时间与云计算收入流入之间的时间差，仅为一个1吉瓦规模的数据中心采买英伟达芯片，资本开支便可高达数百亿美元。与此同时，甲骨文此前向新墨西哥州数据中心开发商发出不可抗力通知，已促使投资者重新审视AI数据中心融资中的贷款及租赁合同条款，相关债务违约保护成本飙升至历史最高水平。迈克尔·伯里亦警告称，甲骨文6640亿美元的积压订单掩盖了债务压力，客户实际上已成为公司的贷款方。多重因素叠加，压制了市场风险偏好。
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