When the circular financing ends ... "Without an Oracle-backed lease, the project would not have obtained an investment-grade credit rating" "One contractual dispute is not a death knell for AI. But it suggests that the industry's ​biggest constraint is not insufficient demand ​or regulation prompted by the ⁠threat of rogue bots extinguishing humanity. It may simply be the cost and complexity of building the infrastructure" https://www.reuters.com/commentary/breakingviews/oracle-freakout-exposes-fragile-data-center-boom-2026-09-25/