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> The next problem is making the models efficient enough to run a profitable business.

In that world, what does Oracle do with a bunch of data centres which 1. It needs to pay for and 2. nobody needs. This is what the article is about: building supply far in advance of demand.

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I don't know, but unless that contract is public, not many people know. I get the impression Oracle got a little bit of market pushback on the risk, as theirs seems to be one of the largest.

What contract? It's mostly corporate debt. Seems pretty plain and simple to me.

The contracts I guess you're talking about are compute obligations which frontier labs have. I don't need to know what those obligations are to know what happens to Oracle.

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