| ▲ | cmiles8 4 hours ago |
| Oracle is increasingly looking like the Lehman Brothers of the AI boom. One day it will all go pop and the cards will start crumbling elsewhere in the industry. |
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| ▲ | le-mark 4 hours ago | parent | next [-] |
| Larry’s son runs paramount now, and given he’s driving it to become the next Fox News challenger, it’s a given the current admin will give them a sweet heart deal. |
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| ▲ | tecleandor 3 hours ago | parent | next [-] | | And seems like he has been forcing migrations to Oracle Cloud into at least some of the daughter companies he has bought, even when they've been having way more problems. OCI needs some clients to fill data centers! | |
| ▲ | khriss 3 hours ago | parent | prev [-] | | Yeah, but they'll need to time their bust for before Jan next year. There is a significantly lower chance of a Democratic congress being as sympathetic. | | |
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| ▲ | datakan 3 hours ago | parent | prev | next [-] |
| They'll just spin some divisions off and/or sell the DC's they have to Anthropic or others at a profit. They could also just rent compute out at insane margins. They aren't going anywhere. |
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| ▲ | piguin 2 hours ago | parent | next [-] | | For 50 years the idea of selling used hardware and hardware facilities at a profit was a joke. If it is not a joke again in under 10 years then the overall economics of the world are going to be the joke and it will be a very dark one. | |
| ▲ | jddj 2 hours ago | parent | prev [-] | | Rent compute out at insane margins is plan A. Still, capital isn't getting any cheaper for them and their CDS are still climbing. |
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| ▲ | sudonem 4 hours ago | parent | prev [-] |
| Except for the part where Oracle is so deeply embedded into the US government, and Larry Ellison is connected enough that they will be granted any and all bailouts necessary to prevent this (while everyone pretends not to notice that such bailouts are socialism) |
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| ▲ | Zigurd 4 hours ago | parent | next [-] | | He will for sure try. Congressional Republicans seem to be more comfortable going off the rez, tho, even before the year-end deadline for shenanigans. | |
| ▲ | overgard 4 hours ago | parent | prev [-] | | I imagine they'd be split up, and the essential database business would be what's actually bailed out. |
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