Description
Oracle’s AI Empire Starts Here: The $38 Billion Jacquard Project Exposed!
In a landmark move underscoring its deepening AI infrastructure ambitions, Oracle has emerged as a central player in the $38 billion Jacquard AI data center financing project, a joint venture involving OpenAI and SoftBank. The initiative—dubbed “Stargate”—will be developed by Vantage Data Centers and consists of two massive AI facilities in Texas and Wisconsin. Oracle is not merely a tenant in this project; it has signed a 15-year lease agreement and committed to a $300 billion purchase contract with OpenAI, positioning itself as a critical AI infrastructure provider. The funding structure, orchestrated by JPMorgan Chase and Mitsubishi UFJ Financial Group, involves a syndicate of over 30 global and regional banks in one of the largest-ever project-finance loans in the tech industry.
Our Report Structure:
⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures
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