this actually evens out ORCL capEx spending

來源: 三心三意 於 2025-12-12 08:29:33 [] [博客] [舊帖] [給我悄悄話] 閱讀數 : (92 bytes)
回答: They don't have power 由 越王劍 於 2025-12-12 08:21:00

Oracle does not pay anything until datacenter is online and ready.

 

所有跟帖： 

• Who bought those NVDA chips? -越王劍- ♂ 給 越王劍 發送悄悄話 越王劍 的博客首頁 (0 bytes) () 12/12/2025 postreply 08:42:30

• ORCL has not bought "any" NVDA chip for 2027 datacenters -三心三意- ♂ 給 三心三意 發送悄悄話 三心三意 的博客首頁 (61 bytes) () 12/12/2025 postreply 08:51:17

請您先登陸，再發跟帖！