Oracle is a historically conservative company, and its leadership are unabashedly conservative. The company has a history of funding and working closely with conservative lawmakers and policy wonks to shape both political favor and to curry interest in Oracle products.
Oracle values its proximity to the Trump administration and its social circles. Oracle was a key player in the Project 2025 database buildout of faithful Trump allies. Oracle worked closely with the Trump administration to become a key player in the Stargate AI initiative.
Moses told Fortune last week that companies with government contracts will begin to change how they make business decisions, including hiring, based on cuts. He added that as more fired federal workers seek out jobs, they may find fewer private-sector opportunities as a result of contract losses, contributing to an “unvirtuous cycle.” – fortune.com
What do you think will happen in the 2026 midterms if, as predicted, the House and Senate become Democrat majorities, and Trump’s levers of power are no longer in control of congress? And what will happen in 2028 when Trump is no longer in office? The end of Trump means the end of Larry and Safra’s curried special status with the executive branch. Their long game will have come to naught.
Article: Oracle’s $300 Billion AI Mirage: Why Trust Matters in Enterprise Technology (linkedin.com)
Article: Oracle and OpenAI Are Full Of Crap (wheresyoured.at)
Article: The AI boom is unsustainable unless tech spending goes ‘parabolic,’ Deutsche Bank warns: ‘This is highly unlikely’ (fortune.com)
Post: OpenAI and Oracle Scandal EXPOSED (teamblind.com)
There is a huge risk that Oracle is taking to acquire data to train its AI, and to embed itself as a global cloud provider that will house the information of corporations, media and the government. Oracle’s goal is to control content, to access data, and predict the future. And it’s risking its own future to do so.
Sept 19 update: Moodys just revised Oracle’s credit rating outlook to negative (was stable). https://www.reuters.com/business/moodys-flags-risk-oracles-300-billion-recently-signed-ai-contracts-2025-09-17/
Nov 6 update: The Oracle OpenAI announcement bubble is gone.