Moody's: Oracle's $30 billion AI contract will not impact its Baa2 rating or negative outlook.

On September 17th local time, Moody's rating agency released a report pointing out that Oracle's $30 billion AI contract highlights its extraordinary potential in the AI business, but the related risks are still significant. Moody's stated that the recent $30 billion AI contract signed by Oracle will not impact its Baa2 rating or negative outlook. The scale of the contract is astonishing, highlighting the huge potential of Oracle's artificial intelligence infrastructure business. However, as Moody's stated in its rating action in July 2025, the related construction risks remain significant.