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Comment by mNovak

5 hours ago

People don't seem to realize that Oracle is deep in the AI play, taking on a bunch of debt to make speculative leases and buildout of datacenters to rent to other players.

It's been great for them so far, but if there's an AI winter, Oracle will be the first to freeze.

Random but this is a very well written line:

> It's been great for them so far, but if there's an AI winter, Oracle will be the first to freeze.

Kudos

> Oracle will be the first to freeze

one can hope