Oracle AI World keynote: Here’s what you need to know

>> GETTING SOME NEWS ON ORACLE TODAY. LET'S GET TO SEEMA MODY LIVE FROM ORACLE AI WORLD IN LAS VEGAS. MORNING SEEMA. HEY CARL. WE JUST LEARNED THAT OPENAI CEO. >> SAM ALTMAN WILL BE. JOINING ORACLE CO-CEO CLAY MAGOUYRK ON STAGE AT THE COMPANY'S AI WORLD CONFERENCE HERE IN VEGAS, WHERE INVESTORS WILL WANT A STATUS CHECK, A MUCH NEEDED STATUS CHECK ON ORACLE'S $300 BILLION CONTRACT WITH THE FRONTIER LAB. JUST OVER A YEAR AGO, THAT NEWS BROKE, SENDING SHARES OF ORACLE UP ABOUT 36% IN ONE DAY. THE ALL TIME HIGH CEMENTING THE COMPANY'S ROLE IN THIS GROWING AI BUILD OUT. BUT THAT INITIAL EXCITEMENT STARTED TO WANE AS ORACLE HAD TO PURSUE FINANCING OPTIONS, INCLUDING DEBT AND EQUITY, TO FUND ITS DATA CENTER PIPELINE. ALTMAN'S FORTHCOMING REMARKS HERE IN VEGAS, JUST ONE DAY AFTER ITS KEY COMPETITOR ANTHROPIC, DROPPING ITS S-1 FINANCIALS. WE'LL HAVE TO SEE IF THAT COMES UP AT ALL AND WHETHER THE DATA CENTER BUILD OUT ACROSS THE NATION, WHICH IS CURRENTLY FACING STEEP POLITICAL PUSHBACK JUST ONE WEEK AWAY UNTIL THE MIDTERMS. WHETHER THAT COMES UP IN CONVERSATION, WE'LL WANT TO KNOW IF TIMELINES COULD POTENTIALLY GET ELONGATED, THE TIMING ALSO COINCIDING WITH INCREASED ANXIETY AROUND THE BORROWING BINGE THAT WE'VE BEEN SEEING TAKE PLACE ACROSS THE AI LANDSCAPE. BROADCOM, WITH ITS LATEST $63 BILLION DEBT DEAL, AN EXAMPLE OF JUST HOW IT'S NOT JUST NVIDIA THAT IS NOW PLAYING A BIGGER ROLE IN BACKSTOPPING A LOT OF THESE CHIP FINANCING DEALS. BUT CEO HOCK E. TAN OF BROADCOM NOW ENTERING THE STAGE IN A BIG WAY WHEN WE GET ALTMAN AND CLAY BREWER OF ORACLE ON STAGE, WE'LL SEE IF THE FINANCING PIECE OF THIS WHOLE AI PUZZLE COMES UP IN CONVERSATION OR LATER TODAY WHEN WE HEAR FROM FOUNDER OF ORACLE, LARRY ELLISON. GUYS.