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monocasa 3 hours ago

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

throwa356262 3 hours ago | parent [-]

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).