They don't have power

Quite a bit of data centers are waiting for power to be available. Such delay will add burden to the money they have already spent. :)

所有跟帖： 

• Jackass Ellison :-( -越挫越勇2- ♂ (0 bytes) () 12/12/2025 postreply 08:25:18

• this actually evens out ORCL capEx spending -三心三意- ♂ (92 bytes) () 12/12/2025 postreply 08:29:33

• Who bought those NVDA chips? -越王劍- ♂ (0 bytes) () 12/12/2025 postreply 08:42:30

• ORCL has not bought "any" NVDA chip for 2027 datacenters -三心三意- ♂ (61 bytes) () 12/12/2025 postreply 08:51:17

• 股價都快到最高點的一半了，應該套了很多想要抄底的人。 -jliu6667- ♂ (0 bytes) () 12/12/2025 postreply 08:46:49

• That's why going to Space is the main theme past few weeks, -NewLeaf2021- ♀ (242 bytes) () 12/12/2025 postreply 08:50:24

• SpaceX IPO at 3T? LOL. Just kidding -三心三意- ♂ (0 bytes) () 12/12/2025 postreply 09:02:59