I did a project for a big telecom in Brazil where they kept everything in one massive Oracle database that ran out of 2 oracle refrigerators[1]. They kept freaking logs on the database, like normal application level logs.

DBA would go around screaming if you were logging too much stuff. I assumed they had some sort of periodic cleanup because I couldn't see that stuff being practical long term.

Technically it was 2 databases, one was a read replica for longer running data analysis of course.

That telecom has at least 100 million paying customers (maybe much more). I don't see they ever moving away from Oracle, they are more likely to go bankrupt than ever leaving.

[1]: Oracle RAC: https://en.wikipedia.org/wiki/Oracle_RAC

True, but they also took huge debts to build AI DCs and not sure if the DB part of the company can cushion such a fall. According to [1] their IaaS line of business brings 4.8B USD/quarter (so say 20B/year), but they have ~120B of debt (outstanding + new debt they are trying to find people to pay for).

They are justifying that on commitments (500+B USD), but 300B of those are tied to OpenAI. So, if OpenAI goes belly up or at least doesn't follow their crazy growth projections, they would have to find the same amount of consumption quickly to repay the interest on said debt and eventually the principal.

It is a lot of money for a company the size of Oracle (~500B market cap).

[1] https://finance.yahoo.com/markets/stocks/articles/oracle-500...

That is the one bit of Oracle that can't really be further subdivided. The rest of Oracle could be diced and sliced.