Re:The murky economics of the data-centre investment boom
by asa400 on Tuesday October 07, 2025 @09:05PM
(#45510876)
Almost doesn’t matter what Google’s short term unit economics on AI are as long as their shareholders and board are OK with it. Google makes money hand over fist and can afford it. Microsoft is fine, Oracle is fine, TSMC is fine. These other shops are leveraged to the hilt, so they’ll be in a world of hurt if people stop buying, financing, or investing.
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Re:The murky economics of the data-centre investment boom
by scarface_74 on Wednesday October 08, 2025 @12:17AM
(#45512010)
Oracle is not fine. They are borrowing money hoping to get paid back by money losing OpenAI propped up by VC funding.
No business is going to run workloads on OCI outside of ones running Oracle. They a They are a way distance fourth in cloud. I’ve been working in cloud consulting for five years including the first three directly at AWS (Professional Services). No one worried about having talking points about competing against Oracle.
Microsoft, Google and Amazon have both internal products that can benefit from inference and cloud hosting.
Re:The murky economics of the data-centre investment boom
by wmf on Tuesday October 07, 2025 @11:27PM
(#45511745)
Oracle is going to get screwed if they build a bunch of data centers and the customers (mostly OpenAI) all declare bankruptcy.
Re:The murky economics of the data-centre investment boom
by hsjsjdnbdbdb on Wednesday October 08, 2025 @06:21AM
(#45514402)
Oracle has started creating bonds with really long maturity 40years...?