As was said by someone on X, OpenAI doesn't have the money and Oracle doesn't have the GPUs. I'm not saying the agreement does not makes some sense to both par

As was said by someone on X, OpenAI doesn't have the money and Oracle doesn't have the GPUs. I'm not saying the agreement does not makes some sense to both parties but at the end of the day this a highly leveraged operation, the money is not there and will need to be raised by both players. So a lot of financial risk is involved. Perhaps they can pull this off because after all they are smart people. But it seems like the free money party is open and others will follow suit until somebody drops the ball and then we'll be back in a crash.