Big question: what happens to massive AI infrastructure spending if major enterprise players start tightening their belts?

Oracle's approach to capital discipline could be the canary in the coal mine here. When hyperscalers pump the brakes on data center buildouts and chip purchases, the ripple effects run deep—from semiconductor supply chains to power consumption debates.

This isn't just tech industry gossip. Enterprise spending decisions reshape how capital flows across sectors, which eventually filters into everything else, including digital assets and market sentiment.

Worth watching whether we see more companies follow suit or if this stays an outlier move.