this actually evens out ORCL capEx spending

回答: They don't have power越王剑2025-12-12 08:21:00

Oracle does not pay anything until datacenter is online and ready.

 

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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

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