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mNovak | 2 months 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.

discuss

daretorant|2 months ago

Random but this is a very well written line:

> It's been great for them so far, but if there's an AI winter, Oracle will be the first to freeze.

Kudos

unsui|2 months ago

> Oracle will be the first to freeze

one can hope

xattt|2 months ago

Will this somehow liberate ZFS?

an0malous|2 months ago

Isn’t that all from the one OpenAI deal they made 5 months ago?