Just sounds like OpenAI paying

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 Capex Concerns Loom?

Amazon (AMZN) edged up just 0.77% today despite Q1 results showing AWS revenue grew 28% year-over-year — its fastest single-quarter growth rate in nearly four years — corroborating alongside Google Cloud the certainty of hyperscaler AI compute demand. Analysts noted that both companies' cloud growth trajectories provide clear near-term demand visibility for chip suppliers including Nvidia. The AWS acceleration story is now well established, but when will elevated AI capital expenditure translate into visible margin improvement?

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Analysts noted that both companies' cloud growth trajectories provide clear near-term demand visibility for chip suppliers including Nvidia. The AWS acceleration story is now well established, but when will elevated AI capital expenditure translate into visible margin improvement?","image":"https://community-static.tradeup.com/news/4ca6ebc7a0e8039eba8f308b745c101d"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>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.)\n \n Or openai committing to hynix for huge amounts of dram, amounting to 40% of global supply.\n \n 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.\n \n 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.\n \n Again, I pity the bag holders who buy in and refuse to take profit.</body></html>","htmlText":"<html><head></head><body>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.)\n \n Or openai committing to hynix for huge amounts of dram, amounting to 40% of global supply.\n \n 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.\n \n 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.\n \n Again, I pity the bag holders who buy in and refuse to take profit.</body></html>","text":"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.","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/556194341987568","repostId":0,"isVote":1,"tweetType":1,"viewCount":877,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["ORCL"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":670,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/556194341987568"}