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Bloodbath at Oracle?
Poast new message in this thread
Date: January 27th, 2026 12:24 AM Author: irradiated chocolate pozpig field They are saying they went deep into data centers they can't afford anymore. Hope they go tits up. (http://www.autoadmit.com/thread.php?thread_id=5827217&forum_id=2...id.#49622629) |
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Date: January 27th, 2026 7:45 AM Author: Crimson toilet seat Larry Ellison, broken and homeless, warming himself over the fetid fire flickering inside a rusted out barrel would be an all-time great outcome (http://www.autoadmit.com/thread.php?thread_id=5827217&forum_id=2...id.#49622821) |
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Date: February 3rd, 2026 5:21 PM Author: razzle-dazzle puppy High Ashkenazi IQ. (http://www.autoadmit.com/thread.php?thread_id=5827217&forum_id=2...id.#49644588) |
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Date: February 3rd, 2026 7:11 PM Author: geriatric psychic The dwarves delved too deep. (http://www.autoadmit.com/thread.php?thread_id=5827217&forum_id=2...id.#49644772) |
Date: January 27th, 2026 12:26 AM Author: irradiated chocolate pozpig field https://archive.is/WfUfe#selection-1953.0-1960 (http://www.autoadmit.com/thread.php?thread_id=5827217&forum_id=2...id.#49622633) |
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Date: January 27th, 2026 12:28 AM Author: irradiated chocolate pozpig field Oh fuck what does this sound like?
Initial players in large syndication deals often seek to sell off portions of their loan commitments to other players, including other banks and institutional investors. But the sale of these positions, which is done to reap quick profits and lower exposure, has become trickier in the case of Stargate. Two bankers and a financing executive who are familiar with the syndication market said that the rising perception of risk around Stargate meant that lenders now wanted higher yields to lend to it. That has placed recent Stargate syndicators in a position where they can no longer profitably sell off debt that was arranged at tighter spreads just a few months ago. |
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Date: January 27th, 2026 10:04 AM Author: cobalt insecure property Just a chill $500 BILLION IN CASH needed to build out the "Stargate" data centers. That's 10x what OpenAI is seeking in its latest funding round (reportedly.) All for something with no path to profitability.
The same goes for "Data Centers in Space." The energy publication Doomberg had an amazing write-up about the insane futility of the idea.
At this point I believe that everything is in service of perpetuating the debt bubble. It is completely insane.
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Date: January 27th, 2026 10:06 AM Author: Provocative Piazza Really Tough Guy (http://www.autoadmit.com/thread.php?thread_id=5827217&forum_id=2...id.#49623011) |
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Date: January 27th, 2026 10:07 AM Author: coral university (http://www.autoadmit.com/thread.php?thread_id=5827217&forum_id=2...id.#49623013) |
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Date: January 27th, 2026 10:16 AM Author: Racy insanely creepy stag film potus the really bad news is you know trump will push for a bailout in the interests of national security/winning the AI race.
also sick that ellison knows that, which is why he jumped head long into it. this thing is tbtf so he's protected on the downside and he reaps all the benefits if it works. |
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Date: January 27th, 2026 10:20 AM Author: cobalt insecure property I agree with you, but wonder if it'll even be feasible. Though I also think this could play out for a while still. There are many false promises yet to be made by industry participants. And plenty of sycophants across the board ready to cheer on each and every one of them.
Maybe I'm just retarded, but I also have yet to see someone adequately explain what "winning the AI race" even means. |
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Date: January 27th, 2026 10:22 AM Author: Provocative Piazza Really Tough Guy all of the rhetoric around "AI" is utterly nonsensical and retarded. the only people making any sense are the ones discussing the ethics of trying to create an artificial consciousness. (http://www.autoadmit.com/thread.php?thread_id=5827217&forum_id=2...id.#49623046) |
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Date: January 27th, 2026 10:22 AM Author: Racy insanely creepy stag film potus it doesn't even matter, it sounds nationalistic and existential. it's like going to the moon, who fucking cares? turns out everyone. (http://www.autoadmit.com/thread.php?thread_id=5827217&forum_id=2...id.#49623048) |
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Date: January 27th, 2026 1:43 PM Author: irradiated chocolate pozpig field https://asiatimes.com/2026/01/russia-using-starlink-and-ai-to-knock-out-himars/ (http://www.autoadmit.com/thread.php?thread_id=5827217&forum_id=2...id.#49623832) |
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Date: January 27th, 2026 12:28 PM Author: buff corn cake (http://www.autoadmit.com/thread.php?thread_id=5827217&forum_id=2...id.#49623436) |
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Date: January 27th, 2026 10:08 AM Author: coral university 1 fucking 80 hope these frauds crash and burn hard (http://www.autoadmit.com/thread.php?thread_id=5827217&forum_id=2...id.#49623014) |
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Date: February 3rd, 2026 6:47 PM Author: Poppy parlor mental disorder (http://www.autoadmit.com/thread.php?thread_id=5827217&forum_id=2...id.#49644727) |
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Date: January 27th, 2026 12:27 PM Author: irradiated chocolate pozpig field TD Cowen had a data center themed analyst letter today that said that Oracle may lay off 20-30,000 people or sell Cerner to keep up with the debt on the data centers it’s building for OpenAI. It also says multiple US banks have pulled back from Oracle data center deals.
https://x.com/i/status/2015968336669245688 |
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Date: January 27th, 2026 2:20 PM Author: cobalt insecure property Interesting. If Ellison is willing to offload Cerner or layoff 20k people, it makes you wonder what the "prize" at the end of all of this really is. (http://www.autoadmit.com/thread.php?thread_id=5827217&forum_id=2...id.#49624025) |
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Date: January 27th, 2026 12:28 PM Author: buff corn cake God I want a recession so bad, bring it on. (http://www.autoadmit.com/thread.php?thread_id=5827217&forum_id=2...id.#49623438) |
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Date: January 27th, 2026 12:31 PM Author: heady set double fault Nope. ORCL is too entrenched in the AI ecosystem https://x.com/stocksavvyshay/status/2007435162787950933?s=61 |
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Date: January 27th, 2026 12:34 PM Author: irradiated chocolate pozpig field He doesn't even mention Oracle. There's been a concerted effort to downplay their role in this. When Trump came into office Ellison was talking like he just learned about AI yesterday. There's just something REALLY scummy about everything he touches since like 1991 (http://www.autoadmit.com/thread.php?thread_id=5827217&forum_id=2...id.#49623465) |
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Date: January 27th, 2026 12:35 PM Author: buff corn cake Btw I have been using oracle cloud for like 6-7 years now and it is so much worse than google cloud and aws you would not believe it (http://www.autoadmit.com/thread.php?thread_id=5827217&forum_id=2...id.#49623473) |
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Date: January 27th, 2026 12:47 PM Author: Rambunctious market lol prole tell (http://www.autoadmit.com/thread.php?thread_id=5827217&forum_id=2...id.#49623549) |
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Date: January 27th, 2026 2:58 PM Author: irradiated chocolate pozpig field or a jeet tell (http://www.autoadmit.com/thread.php?thread_id=5827217&forum_id=2...id.#49624226) |
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Date: February 3rd, 2026 5:23 PM Author: White supple bbw i have never been able to understand this. who the fuck ARE the people actually using "oracle cloud"? i've never even heard oracle cloud mentioned as an option to consider, much less seen it in use. (http://www.autoadmit.com/thread.php?thread_id=5827217&forum_id=2...id.#49644600) |
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Date: February 3rd, 2026 5:33 PM Author: irradiated chocolate pozpig field prole tell (http://www.autoadmit.com/thread.php?thread_id=5827217&forum_id=2...id.#49644630) |
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Date: February 3rd, 2026 5:41 PM Author: White supple bbw you don't even know what a vpn is (http://www.autoadmit.com/thread.php?thread_id=5827217&forum_id=2...id.#49644647) |
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Date: February 3rd, 2026 6:15 PM Author: irradiated chocolate pozpig field Ok but you're prole (http://www.autoadmit.com/thread.php?thread_id=5827217&forum_id=2...id.#49644693) |
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Date: February 3rd, 2026 5:40 PM Author: Glassy church building fanboi oracle's systems are spyware, which is part of the story that is rarely mentioned. adopting 'oracle' is a way for companies to signal to the government and other interests that they are playing within the system and don't need to be targeted. (http://www.autoadmit.com/thread.php?thread_id=5827217&forum_id=2...id.#49644646) |
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Date: February 3rd, 2026 6:11 PM Author: buff corn cake Me and a friend run a free wireless ISP here in town that we started because the guy running the cable isp here was a retarded boomer shitlib so we wanted to harm his business, we run off residential fiber for our backbone instead of a dedicated line which saves us about $2500 month and instead of CGNAT we use oracle cloud so we don't get busted for violating the AUP. Everybody gets 25/25 mbps free and we traffic shape with preseem run locally.
We are now grant funded and expanding and the guy has doubled his base plan bandwidth and dropped his costs 50% and stopped offering tv service and we hear his company is on its last legs |
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Date: February 3rd, 2026 6:13 PM Author: buff corn cake We ran on google cloud for 3 years but their prices became outrageous and inscrutable as they increasingly jeeted everything up beyond belief. And AWS had bad latency iirc
But oracle user experience is horrible, it's like using shit from the 90s, and not in a good way, it is just bone dirt cheap |
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Date: February 3rd, 2026 6:24 PM Author: coral university 180
fuck boomers |
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Date: February 3rd, 2026 6:44 PM Author: White supple bbw what the fuck lol (http://www.autoadmit.com/thread.php?thread_id=5827217&forum_id=2...id.#49644722) |
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Date: February 3rd, 2026 7:00 PM Author: buff corn cake Good time to get into this btw as a lot of WISPs are shutting down due to starlink & 5g undercutting them so they're unloading equipment and you can say you're providing internet to the "underserved" and get big lib grants. I half created this to give a friend a job and he's doing well now (http://www.autoadmit.com/thread.php?thread_id=5827217&forum_id=2...id.#49644754) |
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Date: February 3rd, 2026 7:06 PM Author: White supple bbw "we run off residential fiber for our backbone instead of a dedicated line"
this is what gets me. that is actually legal? insane, would've never even occurred to me to try something like that |
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Date: February 3rd, 2026 7:09 PM Author: coral university who cares
who's gonna "report" them? mike fart? |
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Date: February 3rd, 2026 7:13 PM Author: White supple bbw obviously the guy they are buttfucking (http://www.autoadmit.com/thread.php?thread_id=5827217&forum_id=2...id.#49644774) |
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Date: February 3rd, 2026 7:31 PM Author: buff corn cake Yeah its legal it just violates company policy but who cares we don't have a contract and we'd just get a new line if shut off (http://www.autoadmit.com/thread.php?thread_id=5827217&forum_id=2...id.#49644820) |
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Date: February 3rd, 2026 7:36 PM Author: grizzly locus antidepressant drug 180 (http://www.autoadmit.com/thread.php?thread_id=5827217&forum_id=2...id.#49644833) |
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Date: February 3rd, 2026 7:38 PM Author: White supple bbw TY for your service (http://www.autoadmit.com/thread.php?thread_id=5827217&forum_id=2...id.#49644836) |
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Date: February 3rd, 2026 7:41 PM Author: coral university (http://www.autoadmit.com/thread.php?thread_id=5827217&forum_id=2...id.#49644848) |
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Date: February 3rd, 2026 6:05 PM Author: razzle-dazzle puppy High Ashkenazi IQ. (http://www.autoadmit.com/thread.php?thread_id=5827217&forum_id=2...id.#49644680) |
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Date: February 3rd, 2026 2:56 PM Author: spruce menage party of the first part https://www.msn.com/en-in/money/topstories/oracle-layoffs-oracle-plans-to-slash-headcount-by-20000-30000-to-pay-for-ai-data-centres-report/ar-AA1VsJIL (http://www.autoadmit.com/thread.php?thread_id=5827217&forum_id=2...id.#49644182) |
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Date: February 3rd, 2026 5:18 PM Author: irradiated chocolate pozpig field OP here (http://www.autoadmit.com/thread.php?thread_id=5827217&forum_id=2...id.#49644578) |
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Date: February 3rd, 2026 5:29 PM Author: spruce menage party of the first part i want to suck your dick in minecraft (http://www.autoadmit.com/thread.php?thread_id=5827217&forum_id=2...id.#49644620) |
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Date: February 3rd, 2026 6:06 PM Author: razzle-dazzle puppy High Ashkenazi IQ. (http://www.autoadmit.com/thread.php?thread_id=5827217&forum_id=2...id.#49644681) |
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Date: February 3rd, 2026 2:58 PM Author: maize up-to-no-good parlour oh furk stock down 22% just this YEAR, thats insane so glad i got out (http://www.autoadmit.com/thread.php?thread_id=5827217&forum_id=2...id.#49644187) |