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Financial Times chart showing Oracle market cap from Jan 2025 to Nov 2025. The graph illustrates a sharp decline in value, highlighting a $60 billion loss following the Oracle OpenAI deal announcement, serving as a key indicator of the failing AI unit economics.

Financial Times chart showing Oracle market cap from Jan 2025 to Nov 2025. The graph illustrates a sharp decline in value, highlighting a $60 billion loss following the Oracle OpenAI deal announcement, serving as a key indicator of the failing AI unit economics.

The AI Unit Economics Trap: Does Oracle’s $300B Slide Signal the Bubble Burst?

Is the AI infrastructure bubble bursting? Oracle’s $300B drop reveals the AI unit economics flaw. Tony Grayson discusses why 14% margins create a solvency trap.

Tony Grayson

Nov 19, 202511 min read

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