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)

Jackass Ellison :-(

this actually evens out ORCL capEx spending

Who bought those NVDA chips?

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

股价都快到最高点的一半了，应该套了很多想要抄底的人。

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

SpaceX IPO at 3T? LOL. Just kidding