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this post was submitted on 14 Dec 2025
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Investors who hold Oracle's bonds from just a few months ago are already 10% underwater with them. Oracle also can't finish multiple datacenters because of a parts shortage. The shortage in memory chips started to appear just a few months ago, everyone who was in the last stages of building a datacenter would've received memory chips months ago. The speculation is that they don't have the customers for those datacenters, or more precisely, that OpenAI just doesn't have the money to lease them anymore.
I guess that Nvidia can always lease those datacenters instead and pay Oracle in GPUs, that would be normal and cool.
https://www.tomshardware.com/tech-industry/artificial-intelligence/oracle-reportedly-delays-several-new-openai-data-centers-because-of-shortages-tight-material-and-labor-supply-frustrate-expansion-plans-possibly-by-a-year-or-more
OpenAI doesn't really need more datacenters now. Their user base is declining and it will go down as people switch to better models. Sam Altman can shove his DRAM wafers up his ass.
But they need investors to believe they need more datacenters or the house of cards tumbles
how many GB does altmans BIOS recognize ?
100TB, but it is all zeros.