Five years ago, the potential threats to tech giants seemed unclear, but now it is evident that debt-fueled overinvestment in AI infrastructure poses a significant risk. Major companies like Microsoft, Amazon, Meta Platforms, and Alphabet are significantly increasing capital spending to meet AI computing demands, reflecting widespread fear of missing out. Among them, Oracle (NYSE: ORCL) appears most vulnerable if the anticipated AI boom falters. This surge in AI data center capacity is set to impact the industry substantially in the coming years.
