TD Cowen analyst Michael Elias suggests Nvidia might be supporting Oracle's financing for its AI data centers by providing credit guarantees or subleasing data center buildings, helping Oracle secure lender funding despite its cash flow challenges and credit rating just above junk. Oracle is investing heavily in cloud infrastructure but faces a cash gap, having spent more on buildings and equipment than its revenue. Nvidia's involvement could lower Oracle's borrowing costs and keep construction on schedule, but it also increases Nvidia's financial risk. Confirmation of this support and Oracle's spending staying within guidance will be key to assessing the situation ahead of Oracle's December earnings report.
Nvidia trades at USD 220.03 with a 1.64% gain on Pluang as of Oct 21, 2026 19:43 WIB, showing strong investor interest with 71% buy orders. Oracle is priced at USD 132.53, up 1.10%, but sees a majority of sell orders at 80%, reflecting cautious sentiment despite its large $397.55B market cap. This trading activity provides context to the report of Nvidia potentially aiding Oracle’s financing for AI data centers.
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