EL7.AI
StocksMedium•18 September 2026•
1 min read

Oracle Data Center Debt Faces Pressure as Loans Trade at Discount

Key Facts

1About $18 billion in loans tied to an Oracle-leased data center in New Mexico have come under pressure.
2Loans are being quoted at 89 to 91 cents on the dollar by syndicate banks including Santander and Jefferies.

Amid the rapid expansion of AI infrastructure, a massive debt package linked to Oracle Corporation has come under significant pricing pressure. According to reports, $18 billion in loans tied to an Oracle-leased data center in New Mexico are being sold at a discount. This development highlights growing institutional caution regarding the financing structures of mega-scale data center projects.

Syndicate banks, including Santander and Jefferies, are currently quoting these loans at a discount of 89 to 91 cents on the dollar, per market data. The downward pressure on the debt's market value follows reports of large-scale financing plans for AI data centers, which may suggest concerns over credit risk or a potential oversupply of debt instruments in the sector.

Regarding market performance, ORCL stock stood at $145.6 at close on September 18, 2026, having reached a session high of $150.9. With no immediate corporate catalysts in the upcoming calendar, investors remain focused on debt market liquidity to gauge the technology sector's ability to sustain its ambitious infrastructure spending.