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Chronicles

The story behind the story

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SoftBank's stock is down ~48% since November 3, as scrutiny into the scale of its OpenAI ties grows; on March 9, it closed down 9.8% on Stargate delay reports

Japanese group has suffered from recent share falls and a negative outlook from rating agency S&P  —  Once fired up, Masayoshi Son's investing enthusiasm knows few bounds.

Financial Times

Discussion

  • @oracle @oracle on x
    Recent media activity about the Abilene site are false and incorrect. First, Crusoe and Oracle are operating in lockstep to deliver one of the world's largest AI Data centers in Abilene at record-breaking pace. Two buildings are completely operational and the rest of the campus
  • @brexton @brexton on x
    I always have to remind myself that SoftBank is not just vision fund
  • @oracle @oracle on x
    Recent media reports about our data centers reflect a fundamental misunderstanding of how AI data centers are built and operated. Oracle's AI data centers, both current and future, are designed to support liquid cooling, higher hardware density, and multiple generations of
  • r/nottheonion r on reddit
    Oracle is building yesterday's data centers with tomorrow's debt
  • r/BetterOffline r on reddit
    Oracle is building yesterday's data centers with tomorrow's debt
  • r/TrueAnon r on reddit
    Oracle is building yesterday's data centers with tomorrow's debt