They don't have power

Quite a bit of data centers are waiting for power to be available. Such delay will add burden to the money they have already spent. :)

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Jackass Ellison :-( -越挫越勇2- 给 越挫越勇2 发送悄悄话 (0 bytes) () 12/12/2025 postreply 08:25:18

this actually evens out ORCL capEx spending -三心三意- 给 三心三意 发送悄悄话 三心三意 的博客首页 (92 bytes) () 12/12/2025 postreply 08:29:33

Who bought those NVDA chips? -越王剑- 给 越王剑 发送悄悄话 越王剑 的博客首页 (0 bytes) () 12/12/2025 postreply 08:42:30

ORCL has not bought "any" NVDA chip for 2027 datacenters -三心三意- 给 三心三意 发送悄悄话 三心三意 的博客首页 (61 bytes) () 12/12/2025 postreply 08:51:17

股价都快到最高点的一半了,应该套了很多想要抄底的人。 -jliu6667- 给 jliu6667 发送悄悄话 (0 bytes) () 12/12/2025 postreply 08:46:49

That's why going to Space is the main theme past few weeks, -NewLeaf2021- 给 NewLeaf2021 发送悄悄话 NewLeaf2021 的博客首页 (242 bytes) () 12/12/2025 postreply 08:50:24

SpaceX IPO at 3T? LOL. Just kidding -三心三意- 给 三心三意 发送悄悄话 三心三意 的博客首页 (0 bytes) () 12/12/2025 postreply 09:02:59

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