穆迪：甲骨文3000亿美元AI合同不会影响其Baa2评级或负面展望

Core Insights - Moody's report highlights Oracle's $300 billion AI contract, showcasing the extraordinary potential of its AI business while noting significant associated risks [1] Summary by Categories - Company Performance - Oracle's recent signing of a $300 billion AI contract emphasizes the substantial potential of its artificial intelligence infrastructure business [1] - Credit Rating - Moody's states that the $300 billion contract will not affect Oracle's Baa2 rating or its negative outlook [1] - Risks - Despite the impressive contract size, Moody's warns that the construction risks related to the AI business remain significant [1]