7 ms·

I don't know, but unless that contract is public, not many people know. I get the impression Oracle got a little bit of market pushback on the risk, as theirs

by bradfa 22d ago

I don't know, but unless that contract is public, not many people know. I get the impression Oracle got a little bit of market pushback on the risk, as theirs seems to be one of the largest.

krona 22d ago
What contract? It's mostly corporate debt. Seems pretty plain and simple to me. The contracts I guess you're talking about are compute obligations which frontier labs have. I don't need to know what those obligations are to know what happens to Oracle.