Oracle chairman of the board and chief technology officer Larry Ellison delivers a keynote address during the 2019 Oracle OpenWorld on September 16, 2019 in San Francisco, California.

Oracle’s collapsing stock shows the AI boom is running into two hard limits: physics and debt markets

“The world of bits moves fast. The world of atoms doesn’t. And data centers are where those two worlds collide.”

December 13, 2025

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