They can sell the software business to broadcom.

panzagl 3 hours ago | parent | next [-]

The result would turn into that concentrated evil black lump from Time Bandits

dj_axl 3 hours ago | parent | prev [-]

They can rent out their AI infra to The Hyperscalers.

> They can rent out their AI infra to The Hyperscalers.

I can't tell if this is supposed to be sarcasm or not :-/

Aren't all the token providers right now over-provisioned? They aren't trying to use up all their capacity, they're selling it to one another.

	▲	chrismustcode 2 hours ago \| parent [-]
		Apart from SpaceXAI no? There's still a massive compute crunch, I know the opencode guys had been struggling to get capacity, Claude effectively lowered it's limit till the SpaceX deal, Google is struggling. https://x.com/thdxr/status/2024539643673211054 https://www.anthropic.com/news/higher-limits-spacex https://finance.yahoo.com/technology/ai/articles/ai-demand-o...

monocasa 3 hours ago | parent | prev [-]

I think the hyperscalers are smart enough to not let Oracle be their landlord.

Are they?

Anthropic is renting compute from a competitor, that also is known for their blackhat business practices.

	▲	monocasa 2 hours ago \| parent [-]
		Anthropic isn't a hyperscaler, but instead a hyperscaler customer. And I've seen first hand hyperscalers go to extremely large lengths to eradicate any use of Oracle (which mainly comes in these days through their acquisitions).