Oracle and OpenAI Are Full Of Crap
Oracle and OpenAI Are Full Of Crap
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Oracle and OpenAI Are Full Of Crap
This week, something strange happened. Oracle, a company that had just missed on its earnings and revenue estimates, saw a more-than-39% single day bump in its stock, leading a massive market rally. ...
... Today I'm going to sit down and walk you through the many ways in which the Oracle and OpenAI deal is impossible to fulfill for either party. OpenAI is projecting fantastical growth in an industry that's already begun to contract, and Oracle has yet to even start building the data centers necessary to provide the compute that OpenAI allegedly needs.