[monocasa]

I think the hyperscalers are smart enough to not let Oracle be their landlord.

[throwa356262]

Are they?

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

[monocasa]

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).