RamenPanda
RamenPanda
$ORCL
+2.77%
$ORCL taking on $38B in new debt to build more data centers is WILD. Only happens when demand is already locked in & scaling must meet a reality that supply cannot keep up with orders. We’ve shifted from a chip race to a capacity race & whoever can convert dollars into

Shay Boloor

$ORCL taking on $38B in new debt to build more data centers is WILD. Only happens when demand is already locked in & scaling must meet a reality that supply cannot keep up with orders. We’ve shifted from a chip race to a capacity race & whoever can convert dollars into https://t.co/ITG4dbhiSA

Shay Boloor
From X

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