12/19/2025
The current state of the AI race in one image. 😅
On the left: OpenAI dreaming big about 2029 and needing a casual $300 billion worth of compute power to get there.
On the right: Oracle realizing they actually have to build the data centers and buy the GPUs right now. 🏗️💸
The facts are that Oracle is taking on massive capital expenditures (CapEx) and debt to build the infrastructure needed to support OpenAI’s future demands. It’s awkward when the bill comes
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