
Monologue: Is Oracle Screwed?
Better Offline
00:00
Oracle's $300B Compute Claim
Ed outlines Oracle's announced 4.5GW, $300B five-year compute deal with OpenAI and missing capacity.
Play episode from 01:29
Transcript

Ed outlines Oracle's announced 4.5GW, $300B five-year compute deal with OpenAI and missing capacity.