From Breakingviews - Breakingviews - COMMENTARY: Oracle freakout exposes fragile data center boom ↧ ↧ Breakingviews - COMMENTARY: Oracle freakout exposes fragile data c... The software giant's search for relief from a commitment to a server farm has rattled AI lenders. It underscores how construction depends on a few deep-pocketed tech giants. If more waver, expectations of AI labs producing $400 bln of revenue by 2030 will prove too optimistic.
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From Breakingviews - Breakingviews - COMMENTARY: Oracle freakout exposes fragile data center boom ↧
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