Some interesting stuff in the article, but it doesn't substantiate its headline conclusion. Not anywhere close, IMO. E.g., I'm sure Oracle doesn't want to los

Some interesting stuff in the article, but it doesn't substantiate its headline conclusion. Not anywhere close, IMO. E.g., I'm sure Oracle doesn't want to lose $1B on a datacenter, but that's a bruise, not a catastrophic loss to them. I'm sure NVIDIA likes all the OpenAI revenue, but we're talking about how steeply the slope of their revenue line goes up. (They will inevitably face the problem where the line no longer shoots straight up, and a faltering OpenAI could make that happen sooner, but OpenAI itself isn't a life-or-death problem for them.)