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Oracle-OpenAI $300B Stargate data center contract

Discussed in 1 analyzed podcast episode across 1 show

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Better Offline · Jul 17, 2026

Monologue: OpenAI Could Kill SoftBank and Oracle

OpenAI IPO risk and systemic financial exposure SoftBank liquidity crisis and debt maturity timeline AI capex bubble vs. actual AI revenue generation Margin loan risk for major tech executives Data center construction timelines and capacity gaps