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> The next problem is making the models efficient enough to run a profitable business. In that world, what does Oracle do with a bunch of data centres which 1.
by krona 1mo ago
> The next problem is making the models efficient enough to run a profitable business.
In that world, what does Oracle do with a bunch of data centres which 1. It needs to pay for and 2. nobody needs. This is what the article is about: building supply far in advance of demand.
- bradfa 1mo agoI don't know, but unless that contract is public, not many people know. I get the impression Oracle got a little bit of market pushback on the risk, as theirs seems to be one of the largest.
- krona 1mo agoWhat contract? It's mostly corporate debt. Seems pretty plain and simple to me. The contracts I guess you're talking about are compute obligations which frontier labs have. I don't need to know what those obligations are to know what happens to Oracle.