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Ed Zitron
edzitron.com
did:plc:qc6xzgctorfsm35w6i3vdebx
One egregious fact from all of this is that Oracle has been promised *$30bn a year in data center spend* by OpenAI, to start in the next 3 years. Oracle is also spending $40bn on chips for Abilene, and is clearly paying for the entire thing with Crusoe. Oracle is going to take a bath.
2025-07-22T05:56:52.736Z