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They don't have power

越王剑 2025-12-12 08:21:00 ( reads)

Quite a bit of data centers are waiting for power to be available. Such delay will add burden to the money they have already spent. :)

跟帖(7)

越挫越勇2

2025-12-12 08:25:18

Jackass Ellison :-(

三心三意

2025-12-12 08:29:33

this actually evens out ORCL capEx spending

越王剑

2025-12-12 08:42:30

Who bought those NVDA chips?

三心三意

2025-12-12 08:51:17

ORCL has not bought "any" NVDA chip for 2027 datacenters

jliu6667

2025-12-12 08:46:49

股价都快到最高点的一半了,应该套了很多想要抄底的人。

NewLeaf2021

2025-12-12 08:50:24

That's why going to Space is the main theme past few weeks,

三心三意

2025-12-12 09:02:59

SpaceX IPO at 3T? LOL. Just kidding