Oracle
-
Oracle’s Data Center Difficulties: FY25 Q2
A quick clown CAPEX post since the Platformonomics TGIF weekly newsletter is done for the year. UPDATE: I got the spend number wrong. Oracle tries to make their CAPEX number look bigger by showing YTD or TTM numbers as opposed to the quarterly number. Despite making fun of them for this, I fell for it…
-
Platformonomics TGIF #73: November 15, 2024
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. Get Platformonomics Updates By Email Seeing a ramp in Bluesky and to a lesser extent Threads followers, presumably in response to the antics of thin-skinned, fractional President and CEO Elon. I broadcast…
-
Introducing the Platformonomics Cloud Reactor Tracker
“The best time to build new nuclear plants was 20 years ago. The second-best time is now.” I’ve been urging the hyper-scale clouds to go nuclear for a couple years. They’ve all now stepped up and announced nuclear power plans. It will be a long game as they navigate a labyrinth of licensing, lobbyists, litigation,…