https://thenextweb.com/news/oracle-investor-lawsuit-openai-deal
The strain inside the AI bo-m’s biggest infrastructure bet has reached a courtroom. Oracle’s own investors are suing, saying the company hid how shaky its $300bn deal with OpenAI really was.
"Oracle was required to disclose at the time of the February 2026 Note Offering that the customer primarily responsible for the staggering [remaining performance obligations] growth claimed in the registration statement - OpenAI - had missed its internal revenue and new user targets and that OpenAI's own CFO had doubts raised about OpenAI's ability to pay for cloud computing power such as that supplied by Oracle. The registration statement, however, contained no such disclosures," the pension writes.
Class action document: https://www.courthousenews.com/wp-content/uploads/2026/07/Sterling-Heights-v-Oracle-complaint.pdf