Still too high of a rating.

'Force Majeure' is a good way to describe their incompetence.

Right, Oracle is at the bottom of the heap (they borrowed the most with the least initial credibility— who the fuck seriously thinks Oracle was ever going to be a major player in AI), so weakness in the market will appear with them first. But I think it will bubble its way up.

When our spot instances go away and don't come back, that's a sign that there's not enough capacity.

There is more demand for compute than there is supply, and that demand is going up.

Look at all of the things that have been and are being automated and realize that we're year 6 into a hundred year journey.

Look around you at all the things that aren't automated. They will be.

The world you grew up in won't be here for much longer. We're going through a transformation even more dramatic than the industrial revolution. There were no airplanes and then we landed on the moon.

How so? It's clear the hyperscalers can't keep up with demand.

What does it change exactly? It's not like gas or materials are going to get cheaper any time soon. It can burst for a whole lot of reasons, including the 2nd coming of Jesus or resources price... it's not like people have been calling AI ressource intensive for years right ?

Right, so the presumably the revenue projections aren't increasing at the same pace and the financials don't make sense anymore. Which is potentially a sign of the bubble bursting.

"No one could have predicted that permits and infrastructure necessary for this project's completion would be delayed". Except for every project that's needed permits and infrastructure ever.

I hope whoever buys Oracle fires Larry by email.

"Well a wave hit it"