Thread

1. bpodgursky · 1790956981 · focus · HN ↗

   Feels like Oracle outsourced all their datacenter construction to organizations that were not nimble enough to line up contingency plans for alternative power sources and expected grid connections to happen "like normal".

   Meta, OpenAI, Anthropic, SpaceX even Google have been more hands-on and haven't seen these power issues plaguing Oracle, probably because they have an actual internal A-teams on it, not lethargic contractors.

   1. qlte · 1790965629 · focus · HN ↗

      Most of those names have also used neoclouds and arms length SPVs to avoid adding more capex to their balance sheets in recent years.

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