Oracle is noted for raising the most debt among the discussed companies, but its financial health is still presented in contrast to a bubble narrative.
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We're in an AI Bubble Aren't We?
Jul 20, 2026
The creator argues against the common narrative of an AI bubble, highlighting that major tech companies are funding their significant capital expenditures with profits rather than debt or equity issuance, unlike the dot-com era. They point to the low net debt to EBITDA ratios of hyper-scalers (Google, Meta, Amazon, Microsoft) as evidence of financial health, with Oracle being an exception in terms of debt raising but still within manageable earnings.
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Microsoft is identified as a hyper-scaler with a low net debt to EBITDA ratio, demonstrating financial resilience.
Amazon is cited as a hyper-scaler with a low net debt to EBITDA ratio, indicating financial stability.
Meta is highlighted as a hyper-scaler with a low net debt to EBITDA ratio, suggesting strong financial footing.
Google is mentioned as a hyper-scaler with a low net debt to EBITDA ratio, indicating financial health.
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