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Bondholders Sue Oracle Over Alleged Failure to Disclose AI Debt Needs

The complaint centers on a September $18 billion offering that allegedly omitted plans for $38 billion in loans tied to new AI data centers.

Oracle logo is seen in this illustration taken September 9, 2025. REUTERS/Dado Ruvic/Illustration
Figurines with computers and smartphones are seen in front of Oracle logo in this illustration taken, February 19, 2024. REUTERS/Dado Ruvic/Illustration

Overview

  • Bondholders filed a proposed class action on Jan. 14 in New York state court in Manhattan.
  • The suit covers investors who bought $18 billion of notes and bonds issued on Sept. 25, two weeks after Oracle announced a $300 billion, five-year computing deal with OpenAI.
  • Plaintiffs say they were blindsided when Oracle obtained $38 billion in loans seven weeks later to fund two data centers supporting the OpenAI agreement.
  • The complaint names Oracle, Larry Ellison, former chief executive Safra Catz, Chief Accounting Officer Maria Smith, and the underwriters, alleging strict liability for false or misleading offering documents.
  • Bondholders cite falling prices and rising yields on Oracle debt after the new borrowing and seek unspecified damages, and the company did not immediately comment.