The AI bubble is getting ready to burst.
The desperation here lmao
As part of its strategy, Oracle has begun requiring clients to help build infrastructure, per the CIO report, citing TD Cowen. This effectively translates to asking clients to shoulder part of the cost, according to the investment bank.
It is also exploring an arrangement called “bring your own chip” (BYOC), where new customers will be required to supply their own hardware, shifting capital requirements off Oracle’s books.
Does anyone else do this? I could see a smaller data center needing it, but hardware management is something I thought was a perk of going with a huge company
I don't understand why Oracle or the reporter tried to invent a new term for this. This is literally "colocation", a term so ubiquitous that the industry typically shortens it to "colo".
Yeah, I used to manage a colocated Apache server back in the mid 2000s.
I think they usually just refer to this as on premise management? Like, its your server but an outside company manages everything for you
Ah yeah I’ve heard of that
Leave it to Oracle to advertise it as something completely new and innovative.
I didn't look into it in detail, but might this be more specific to RAM/video cards? With costs of those components skyrocketing, whoever is committing to buying those is going to have a hard time forecasting.
So maybe they're offloading that risk? Kinda like a futures contract, but for computer chips.
Oh the edge is getting nearer...
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