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I mean the literal guidance is that Oracle may not make money on the datacenter by 2028 because they won't be able to turn it on.

How profitable a datacenter is, is kind of irrelevant to the convo, if you are unable to power it due to material shortages.

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>How profitable a datacenter is, is kind of irrelevant to the convo, if you are unable to power it due to material shortages.

It isn't irrelevant, because they have to make money to be built. The debt for these projects was already issued, so you have to pay the coupons. If Oracle doesn't pay the developer is gonna suffer on their end.

Wut? Bubble bursting doesn’t mean bottlenecks can’t exist lol. Bubble can burst if projected revenues can’t be met. Unless you think revenues projected 15 years in future are hampered due to this news, it has nothing to do with bubbles.

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