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Sure, if "pretty smart" means overinvest in capital spending on an dirty datacenter powered by unpermitted gas generators that you don't even need anymore becau
by Thrymr 4mo ago
Sure, if "pretty smart" means overinvest in capital spending on an dirty datacenter powered by unpermitted gas generators that you don't even need anymore because of lack of demand for your product, so you lease it to a competitor (presumably at a huge loss). I am not sure that "major source of revenue" as a datacenter provider is the kind of growth opportunity that IPO investors are looking for.
- deleted 4mo ago[deleted]
- hx8 4mo ago> presumably at a huge loss Why do you say that? I was under the impression that everyone in the datacenter business was printing money.
- XorNot 4mo agoOracle certainly isn't.
- signatoremo 4mo agoSays who? Oracle spends a lot of money to get ready for AI customers like OpenAI. They aren't there yet. They can't lose money serving what they don't have.
- cavisne 4mo agoDefinitely not going to be leasing it at a loss. GPU's are sold out, Anthropic will be paying a significant premium.
- AntiUSAbah 4mo agoAnthropic doesn't has that much pressure to pay while Musk has an IPO coming up and he wants to cleanup his numbers. Its also not a good sign because he should be able to leverage Grok, his billion dollar investment, instead of renting it out to Anthropic. But hey what does it matter to investor? if the IPO explodes, it is clear that people either can't read, don't care or don't understand.