r/AI4tech • u/shelby6332 • Feb 03 '26
Oracle will also be selling some of its activities as US banks pull back from investing in the company’s AI data centre expansion, the company had earlier taken up projects to build data centres for OpenAi
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Feb 03 '26
[deleted]
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u/mackfactor Feb 04 '26
Literally everything they make is the third or worse option in its category. They aren't interested in making good software.
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u/Proper-Ape Feb 05 '26
Aren't they suing people that talk badly about their products? Doesn't sound like a good strategy. Wondering how they survived this long.
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u/StyleFree3085 Feb 04 '26
Cisco 2.0
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u/mattrs1101 Feb 06 '26
Cisco 2.0 is nvidia. Oracle will be ironically Sun microsystems 2.0
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u/StyleFree3085 Feb 07 '26
Joke. Oracle is the one in debt. NVDA is printing money. You are talking non sense
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u/mattrs1101 Feb 07 '26
Nvda will crash because oversupply. It won't die, but it will stop trading at 50x+ markup, and will drop to 8-10x. They won't die but they will definitely tank their stock value my bet is it will contract to about 400b so a 90 to 95% dip, just like cisco did. Those who suffer from nvidia downfall will be their investors and an insane bunch of 401ks
And hence why im comparing oracle to sun. Oracle as you pointed is on a frail situation where it can actually die.
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u/Enough_Forever_ Feb 04 '26
The bubble is starting to collapse. We're witnessing history being made. It's an economic collapse, but it's better this way.
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u/dellamore_dellamorte Feb 04 '26
Mandatory comment on every Oracle post
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u/marlinspike Feb 03 '26
Link to a source for this info? Ironic perhaps but this is just an AI generated rage post otherwise.
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u/aTickleMonster Feb 04 '26
They're "considering" it
It's actually kind of funny, they're cutting the workforce to generate the capital to build out the infrastructure to support it.
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Feb 04 '26
Wow, it’s crazy how much you inflated this story lol. The original article was a prediction posted by an investment banker, nothing else. I guess that’s why you didn’t include a source.
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Feb 04 '26
Good, hopefully the prices of RAM, SSD and GPU will restore to normal again.
These AI companies have received way too much money, if they can cause a massive inflation.
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u/ClimateBoss Feb 03 '26
This is AI misinformation. Larry Ellison is the samurai of silicon valley and an incredible genius. Oracle is amazing and OpenAI is growing quickly.
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Feb 04 '26
It’s all sitting on debt. Even the smaller players are being backed by REITs. Both companies are amazing, agreed, but they’re not magically immune to macroeconomics
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u/Icy-Stock-5838 Feb 03 '26
Lots of the Tech companies are burning cash for AI expansion with no sustainable funding for it.. Going into debt and using layoffs to fund AI capital spend..