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Oracle cites 'force majeure' to shield itself on controversial data center

155 points · 153 comments · simonpure

  1. WokeUp420 · · focus · HN ↗
    The number of datacenters needing to come online doesn't add up to me. It's suspicious
    1. echelon · · focus · HN ↗
      When our spot instances go away and don't come back, that's a sign that there's not enough capacity.

      There is more demand for compute than there is supply, and that demand is going up.

      Look at all of the things that have been and are being automated and realize that we're year 6 into a hundred year journey.

      Look around you at all the things that aren't automated. They will be.

      The world you grew up in won't be here for much longer. We're going through a transformation even more dramatic than the industrial revolution. There were no airplanes and then we landed on the moon.

      Edit: downvotes as expected, but I'm shocked that a bunch of smart people at HN aren't taking the bet where this leads to a complete upending of the status quo. The holdout crowd needs to dream bigger.

      The models are solving Millennium Prize problems, finding novel biological pathways our scientists can't see, putting every single software engineer out of the job of "coding by hand", and doing the same to designers, marketers, filmmakers, and 3D artists who used to have to operate pixel by pixel / photon by photon.

      Everything is going to be AI soon.

      1. Tanjreeve · · focus · HN ↗
        That's the usual bait and switch though. Very few people are saying AI the statistical software is going away. What people are dubious of is the commercialisation model of building a butt ton of data centres to serve massive general models by two heavily subsidised VC companies even as industry gets more mature and fickle as they get their heads around using it to solve problems and it goes onto Opex budgets. I think this is more like the early days of cloud which finished in "software built around clouds" rather than "everyone spins up their own fleet of servers for everything". Obviously the current investment levels need everyone to run their own fleet of Ralph looping agents on frontier models so that's what's marketed as the smart thing to do.
        1. jjrjej · · focus · HN ↗
          I think firms will eventually move toward sovereign protected compute. It’s inevitable.

          Govt’s are waiting for this stuff to mature and shake out. USA can’t be trusted anymore.

          1. Tanjreeve · · focus · HN ↗
            A lot of government appendages are still waiting for the dust to settle on this new fangled cloud computing thing in fairness. I don't think it's some deep masterplan
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