| ▲ | mNovak an hour ago | ||||||||||||||||||||||
People don't seem to realize that Oracle is deep in the AI play, taking on a bunch of debt to make speculative leases and buildout of datacenters to rent to other players. It's been great for them so far, but if there's an AI winter, Oracle will be the first to freeze. | |||||||||||||||||||||||
| ▲ | unsui an hour ago | parent | next [-] | ||||||||||||||||||||||
> Oracle will be the first to freeze one can hope | |||||||||||||||||||||||
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| ▲ | an0malous 26 minutes ago | parent | prev [-] | ||||||||||||||||||||||
Isn’t that all from the one OpenAI deal they made 5 months ago? | |||||||||||||||||||||||