Zaid Admani

speaker

16,603 appearances 153 recordings 1 series first heard Oct 2025 last heard 11 Sep

Zaid Admani’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 153 in all, peaking in Jul 2026 with 29.

Appearances

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The Rundown · Oracle Rises As AI Backlog Hits $664B, Adobe’s Earnings Beat Not Enough for Investors · 11 Sep 2026 podcast

I mean, the cost of building the AI infrastructure and serving the computer. voice-verified

Continues to explode. voice-verified

Oracle spent $28.5 billion in CapEx this past quarter. voice-verified

Just for some context, a year ago they spent just $8.5 billion in the same quarter. voice-verified

And all that spending is impacting their free cash flow. voice-verified

It came in at negative $5.4 billion, and the company is sitting on $125 billion in debt. voice-verified

So, because of all that AI spending, analysts don't expect voice-verified

Expect Oracle to generate free cash flow again until 2030. voice-verified

Now, what did catch my attention is that Oracle has come up with a pretty interesting way to reduce some of their financial burden. voice-verified

Oracle is now asking their customers to pay up front for data center capacity and basically moving to like a pre-order model. voice-verified

The company said that for some of these massive AI contracts, their customers are now prepaying Oracle for the computing capacity, or the customer goes out. voice-verified

And buys the GPUs themselves and gives it to Oracle to put in their data centers. voice-verified

So Oracle is like adopting a BYOC model, you know, bring your own chips. voice-verified

And you know, I think this is a smart move by Oracle because instead of them going out and borrowing billions of dollars and buying a ton of NVIDIA chips and then hoping someone rents them, the customer just signs the contract first and helps pay for the hardware up front. voice-verified

Oracle says they received $14.4 billion in customer prepayments. voice-verified

Just in the past quarter. voice-verified

So that's a pretty clear sign that demand for AI is not slowing down anytime soon if Oracle is able to get their customers to agree to those terms. voice-verified

But this does not eliminate the risk for Oracle. voice-verified

I mean, Oracle still has to build the data centers. voice-verified

They have to secure the power. voice-verified

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