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by mjcl 14 days ago
They can sell the software business to broadcom.
2 comments
panzagl 14 days ago
The result would turn into that concentrated evil black lump from Time Bandits
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dj_axl 14 days ago
They can rent out their AI infra to The Hyperscalers.
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lelanthran 14 days ago
> They can rent out their AI infra to The Hyperscalers.

I can't tell if this is supposed to be sarcasm or not :-/

Aren't all the token providers right now over-provisioned? They aren't trying to use up all their capacity, they're selling it to one another.

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chrismustcode 14 days ago
Apart from SpaceXAI no?

There's still a massive compute crunch, I know the opencode guys had been struggling to get capacity, Claude effectively lowered it's limit till the SpaceX deal, Google is struggling.

https://x.com/thdxr/status/2024539643673211054

https://www.anthropic.com/news/higher-limits-spacex

https://finance.yahoo.com/technology/ai/articles/ai-demand-o...

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monocasa 14 days ago
I think the hyperscalers are smart enough to not let Oracle be their landlord.
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throwa356262 14 days ago
Are they?

Anthropic is renting compute from a competitor, that also is known for their blackhat business practices.

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monocasa 14 days ago
Anthropic isn't a hyperscaler, but instead a hyperscaler customer.

And I've seen first hand hyperscalers go to extremely large lengths to eradicate any use of Oracle (which mainly comes in these days through their acquisitions).

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