Oracle promised to cap new borrowing at $20 billion until 2030. A week later it offered investors $10 billion in bonds.

Also in 30 seconds: Anthropic listing about $895 billion of computing commitments in the filing for its stock market listing, and Palantir selling more to US companies than to the US government for the first time.

1. On Monday Oracle offered $10 billion in bonds together with $10 billion in new shares, The Register reported. The week before, it had said it would limit new borrowing to $20 billion until May 2030, and finance chief Hilary Maxson called that "a real commitment". The share sale sits outside the cap, so half of Monday's $20 billion does not count towards it. Oracle plans to spend $90 billion to $95 billion on buildings and equipment in the year to May 2027.

2. Anthropic's updated filing for its stock market listing (IPO) shows about $895.4 billion it has committed to buy or rent, "substantially all" of it for compute and infrastructure, CNBC reported. That is 27 times its revenue of $33.24 billion for the nine months to 30 September. CNBC's report does not say over how many years the commitments fall due.

3. Palantir Technologies sold $984 million to US companies in the third quarter, up 148% and ahead of $953 million from the US government, SiliconANGLE reported. Total revenue rose 96% to $2.313 billion. The value of contracts signed in the quarter rose 6%, after 151% in the same quarter a year earlier.

If you renewed an Oracle contract this year, by what percentage did the price change for the same products and volumes?

🎥 Narration: AI voice · Photos: DronePhotographer/Wikimedia, CC0 (Oracle Austin); Luca Marfè at Italia all'ONU/Wikimedia, CC BY 2.0 (Nasdaq MarketSite); FASTILY/Wikimedia, CC BY-SA 4.0 (Palantir).