Oh look! Another bubble
(twitter.com)
You're viewing a single comment thread. View all comments, or full comment thread.
Comments (49)
sorted by:
While you aren’t necessarily wrong, I do a lot of investing and related research and the direction things are headed is the smaller scale nuclear reactors onsite for data centers (SMR). There are a lot of company prospects to fill that niche so the power side of things I don’t think will be an issue - there may be a short term lapse in supply/demand - but ultimately there is a solve for it. The main challenge is monetizing AI to match the projected revenues in my opinion.
Oracle being competitive with AWS and Microsoft on the cloud market is the most laughable part of this. Of course that won't matter if they use nepotism to get huge government contracts, not that Oracle would ever do such a thing!