Just sounds like OpenAI paying Oracle for AI infrastructure build up, then cancelling it because orcl can't keep up and does not have the money. (Oracle... the famed software company, now a builder? And resorting to cheating their investors to gather more funds. Utter absurdity.)
Or openai committing to hynix for huge amounts of dram, amounting to 40% of global supply.
Everyone is trying to cash in on the market's insatiable hunger and the big names know that any news will result in more buying.
The fact that openai had to shutter sora shows the run is obviously unsustainable, which shocks me that openai isn't pushing to IPO quickly to make the big bucks before the bubble pops... cash in on the brand recognition before it's too late.
Again, I pity the bag holders who buy in and refuse to take profit.
Amazon Q1: AWS 4Y Growth High, But Can Capex Concerns Be Ignored?
Amazon's cloud division powered Q1 revenue acceleration, with AWS revenue growing 28% year-over-year — its highest single-quarter growth rate in nearly four years — contributing nearly 60% of operating profit. However, rising costs including heavy AI investment are rekindling investor concerns over margins and consumer demand. Shares rose 2% after hours as markets tentatively embraced the cloud acceleration narrative. Can AWS momentum drive Amazon's broader transformation?
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