Post #2245015
2026-05-07 20:17 UTC
Two screenshots from today's FT. Surely no problems here at all. (The most surprising part may be that Oracle supposedly has $250B of deferred cloud revenue in addition to what OpenAI has promised them.)
(https://www.ft.com/content/7599af3b-2184-4538-8ef9-370e01c1aaa8?syn-25a6b1a6=1 and https://www.ft.com/content/be97df0a-76b1-4cb0-9ba4-d1117d8d1450 , the latter diagram is originally from https://www.theinformation.com/articles/anthropic-commits-spending-200-billion-googles-cloud-chips)
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