Artificial intelligencefromTheregister3 weeks agoBig Red borrows green, hopes AI puts it in the blackOracle's large AI-driven datacenter spending and massive cloud commitments have increased perceived credit risk, sharply raising CDS prices and potential borrowing needs.
Artificial intelligencefromComputerworld1 month agoOpenAI spends even more money it doesn't haveOpenAI committed $38 billion to AWS to run and scale its AI workloads, adding to extensive multi-cloud and data center spending commitments.